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Oculus Partners, LLC |
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Strategic Consulting Services |
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Phone: 404-606-1768 Fax: 404-751-0168 E-mail: chayes@oculuspartners.com |
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To contact us: |
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Projects and Capabilities |
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Retirement Business Strategies for Major Wealth Management Firms, Banks, Insurers, Broker/Dealers, Asset Managers Segmented strategies for individual retirement and small business programs Development of Equity Award Program and Integrated Benefits Strategies Long Term Business and Competitive Projections Public Policy Design and Development |
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Strategic Planning |
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Client Acquisition and Development |
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Business Development |
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Business Infrastructure Design |
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Product Development |
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Defined Contribution Product Development (including plan design, trust and investment services, recordkeeping and administration services, employee communications services) Advice and Managed Account Solutions Retirement Income Products (insured and non-insured) Retirement Cash Flow Management Services Company Equity Hedging Strategies Defined Benefit Product Development (including actuarial, investment, trust, and administration) Non-Qualified Deferred Compensation Product Development (including plan design, funding strategies, investment, trust and administration services) IRA Product, Investment, and Value Maximization Programs 529 and 403(b) Products |
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Strategic Evaluations |
Business Integration Management |
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Merger, Acquisition, and Divestiture Analyses |
Client and Market Communications Strategies |
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Target Assessments |
Employee Retention Program Design |
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Due Diligence Management |
Cultural Evolution Strategies |
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Deal Negotiation and Management |
Strategic Alliance Development |
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Client Experience Design |
Client P&L Tracking |
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Relationship Analytics |
Market and Segment Research |
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Client Relationship Planning |
Rollover Capture Programs |
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Practice Management Tools |
Pre-retiree Transition Planning Programs |
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Client Profiling Tools |
Client Advisory Councils |
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Sales Proposal Tools |
Client Event Planning and Management |
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Retirement Business Analytics |
Organizational Readiness Assessments |
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Relationship House-holding Platforms |
Organizational and Talent Planning |
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Product / Marketing Success Metrics |
Sales / Referral Compensation Plan Development |
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Fiduciary and Business Risk Analytics |
Partner Integration Strategies |
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Risk and Audit Process Control Design |
Inter-Company Transfer Pricing Policies |
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Front / Middle Office Process and Platform Integration |
Back Office Integration |