Asset Managers
We help institutional and retail asset managers globally understand how and where to expand in an increasingly competitive and fee-compressed environment. Expand your product development and distribution initiatives with our guidance.
Wealth Managers
What products, services, and pricing models will gather and retain investor assets? Chariot will provide you with the strategic direction you need to help your advisors scale their businesses and help investors achieve better outcomes.
Private Markets Firms
Chariot can help you with each stage of the investment lifecycle—investment due diligence, management of portfolio companies, and product development and distribution into the wealth management industry.
About Us
Most trusted Business consulting Services
We help our clients uncover opportunities to grow their businesses by matching their competitive strengths with market needs. Independently owned, Chariot’s strategic consulting is rooted in our 15+ years of providing industry-leading research, data, insights, and unmatched subject matter expertise.
How we help
Accomplish more
Grow your wealth
We’ll work together to develop wealth-building strategies that focus on what’s important to you, your needs and those of your family.
Secure your future
Change is inevitable – and we can help you plan for it. We’ll guide you through ways to help maintain and protect your wealth so you can enjoy more peace of mind.
Achieve your goals
We’ll help you manage the competing needs of today and your goals for the future. With a plan in place, you can get there with confidence.
Support what matters to you
Your wealth can let you do more for others. We’ll help you make a difference your way – from assisting your family to responsible investing to philanthropic giving.
Competitive Benchmarking and Optimization
Improve your competitive position with Chariot’s objective and unparalleled knowledge of asset and wealth management markets. Compare your products, services, pricing, and resources with those of the broad marketplace to optimize your business.
Consumer Insights and Segmentation
Chariot’s quantitative and qualitative approach to gathering client data and insights can help you develop a sound customer segmentation strategy based on quantifiable factors. Optimize your solutions, service models, pricing, and distribution strategies to meet client demand.
Custom Research
Created specifically for your business needs, Chariot's custom research provides distinct market insights into your particular innovation, enables unique brand awareness, and access to hard-to-reach industry participants.
Distribution and Marketing Strategy
Build a scalable distribution model with the help of Chariot's distribution and marketing expertise. We can help you assess your product positioning, optimize fees and share classes, define optimal channel targets, evaluate staffing levels, and evaluate how your clients perceive your brand.
Investment Product Development and Management
Analyze demand, distribution, and innovation across products and vehicles—including mutual funds, exchange-traded fund (ETFs), bonds, alternative investments, separately managed accounts (SMAs), and asset allocation models—for continuous innovation.
Market Entry and Expansion
Align your business model to capture new market opportunities. We can help you identify products, client channels, and geographies that will lead to marketshare growth. Pinpoint your next market expansion initiative and establish your growth plan.
Pricing and Profitability
Improve profitability with the right pricing strategy across products, platforms, and markets. Chariot's data collected on various factors impacting pricing—vehicles, assets under management (AUM), fees, distribution partners, and plan types—can help you optimize pricing and bolster profit margins.
Post-Merger Integration
Optimize corporate structures and integrate affiliate businesses for value creation and scale.Chariot can help you evaluate opportunities for scale; expand or rationalize business resources; and leverage combined capabilities to advance your competitive position.
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years in business
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Expert Consultants
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executive research calls annually
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financial advisors in network
Meet Our Team
Subject Matter Experts
Bing Waldert
Managing Director
Scott Smith
Senior Director
Andrew Blake
Associate Director
Jared F. Baucom
Managing Director, Global Sales & Marketing
Michael Rose
CFP, MST Director
A values-based approach to your wealth
We work with change-oriented executives to help You make better decisions.
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