Financial Services at the Crossroads


Positioning Asset Managers for Success Amidst Disruption and Change

Meeting the Challenge

In an era of intense cross-channel competition, relentless disruption and cutthroat pricing, products and services must deliver on the promise of performance and brands must sell hard against key competitors.

With a distinct combination of industry, academic, research and communications experience, we bring informed insight and broad, inclusive thinking to every engagement. We identify the core drivers of your performance and the historic roots of how you are perceived. We then work with you to optimize both performance and positioning to maximize opportunities.  

The Compitium Process
Engage Quickly, Understand Deeply, Implement Together

Our decades of hands-on leadership experience informs a distinct perspective on the challenges you face at the crossroads.  Deep industry experience and current familiarity with the competitive landscape allow us to quickly recognize your concerns and focus on your opportunities. By listening carefully, we are able to engage quickly in identifying the key issues and framing the questions that need to be addressed.

Compitium’s in-depth analysis of proprietary and public data, combined with the give and take of constructive dialogue with senior leaders, assures that vulnerabilities will be vanquished and opportunities exploited.  Our integrated solutions approach rationalizes existing and new investment offerings, articulates strategic directions, and enhances and clearly communicates brand to retain and grow client relationships.

Compitium is your trusted partner throughout this process. Together, we write the next chapter in your firm’s story. 

Roman Walkway used in Compitium Definition.jpg

The Story Behind Compitium

Latin for a crossroads shrine, compitium reflects the ancient view of intersections as places of opportunity and danger. Roman travelers relied on savvy guides to help them through crossroads and onto the right path.

Let’s start a confidential conversation today.