When starting a Registered Investment Advisor there are fundamental aspects you must understand before taking this step. Oyster's experts Brent Nicks, Nolan Hughes and Dan Garrett provide an overview into things you need to think through and put in place to build a solid foundation for your firm’s success:

• Establishing Key Positions
• Navigating Partnerships
• Risk Management and Compliance
• Operations Must-Haves
• Choosing a Custodian
• Strategic Growth Planning

CRC-Oyster: Compliance Risk Concepts / Oyster Consulting