Nancy is a founding Member at True West. She brings over 20 years of experience in the financial industry with a concentrated focus in regulatory compliance consulting for registered investment advisory firms. She has a passion for working with clients in developing their compliance programs and assists firms with building a true culture of compliance. Nancy strives to keep a simple and straightforward approach to running an efficient compliance program.
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Services
Technology
We believe in tech-ENABLED services – technology should assist in running your operations, but is not a replacement of your knowledge and ENGAGEMENT in your program.
How True West Can Help
Vendor Selection and Needs Assessment
Assistance with vendor selection for your full operational tech stack. Assessment of firm goals for portfolio management, CRM, billing, compliance and operational reporting.
Review of Compliance Technology
Review and assessment of compliance technology cost, usage, needs and consolidation of vendors and billing.
Our Partners are Selected Based on These Factors:
Excellent Onboarding Assistance
Cost that meets the scale of the business
Live client service and 24-hour response times
Preferential True West Pricing
Straightforward simple solutions
SEC audit ready reporting
Partner With Us
True West partners with firms that can provide logic and value for our clients and specialize in the independent RIA space. Reach out here if you’d like to be considered as a future partner.