Tiburon Strategic Advisors

Tiburon Strategic Advisors was formed in 1998 to offer market research, strategy consulting, and other related services primarily to financial services firms. Three of Tiburon’s core clientele groups are the CEOs and other senior executives of large US financial institutions faced with difficult strategic decisions, leading executives of foreign financial institutions trying to understand and/or enter the US markets, and a long list of venture capital & private equity firms, and investment banks, making investments in, and executing transactions in, areas where Tiburon has developed proprietary insights.

Tiburon Research Reports

Tiburon has created a series of research reports to help educate its clients in a low-cost way on a wide variety of topics in the brokerage, investments, private banking, & wealth management markets. The majority of Tiburon's research reports are written for executives at financial institutions; a few reports are written specifically for financial advisors. The financial institutions series contains macro-industry reports that cover topics such as the mutual funds industry, the hedge funds industry, the full-service brokerage firms industry, and the fee-based financial advisors industry. Reports in the financial advisors series are more tactical, including topics such as Fee-Based Financial Advisor (RIA) Benchmarking & Best Practices and Trends in Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors. These ~300-400 page reports follow an easy-to-digest format while providing detailed facts and analysis that aid in the development of an understanding of leading product areas and market segments, including market histories, recent developments, leading firm rankings, and future predictions. Tiburon attempts to position its reports as reference documents, and not as short-term newsworthy editorials. While Tiburon has been repeatedly told that its research reports are worth much more, they are priced at just $5,000 each because Tiburon believes that the information should be shared widely and that sharing the research will lead to market research & strategy consulting projects over time. Reports are sent immediately as PDF documents electronically.

If you would like to review the Tiburon research report inventory or purchase a report, please visit this web page: http://www.tiburonadvisors.com/research_reports.html

www.tiburonadvisors.com

For more information please call:

Charles ("Chip") Roame
Managing Principal
Tiburon Strategic Advisors
1735 Tiburon Boulevard
Tiburon, CA 94920
Tel: 415-789-2541
Email: CRoame@TiburonAdvisors.com