Natalie M. Kassenyeva

The firm is a sole‑proprietor investment adviser that provides investment consulting and financial planning, offering written recommendations and periodic reports for pooled accounts, mutual funds, and individual accounts such as trusts, IRAs and 401(k)s. It does not assume custody of client assets or exercise investment discretion, instead monitoring manager performance and delivering quarterly (or more frequent for active/larger accounts) reviews.

The adviser’s work emphasizes manager selection and due diligence, using fundamental analysis and third‑party research to evaluate mutual funds, pooled vehicles and specialist managers and occasionally recommending allocations to alternatives such as real estate, hedge funds, and private equity. Fee arrangements are disclosed as an asset‑based schedule for typical engagements, with a stated hourly consulting option ($250 for projects under 20 hours) and negotiable terms for larger mandates.

Distinctive for a small, single‑advisor practice are the explicit manager‑selection role and the availability of hourly consulting—features that are statistically uncommon among investment managers—and a consulting‑only orientation that includes no performance fees and no custody or voting authority. The firm’s background in corporate treasury and its professional credentials (CFA, PRM, PMP) and recurring involvement in CFA instruction are presented as support for its due diligence and analytic focus.