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"TurtleBay Advisory Services advisors have an incredible understanding of how operations and technology can support and enhance business transformations efforts. The team is skilled at both strategy and implementation."

Client Types

Institutional Investors

• Public and private pension plans
• Endowments and Foundations
• Insurance Firms – general and separate accounts
• Sovereign Wealth Funds
Asset Management

• Institutional asset managers
• Mutual Fund companies
• Wealth Management firms
• Broker- Dealer’s
• Various types of DC, retirement product and recordkeeping providers
• Insurance B/D, wealth management and retirement businesses
Asset Servicing

• Large global custodians
• Administrators
• Prime brokers
• Technology firms

• Mortgage originators
• Mortgage servicers
• Government entities
• Financial service firms
Technology Companies

• Research & Analytical Tools
• Go to Market Strategies
• Manage Risk, Transform Business Performance and Sustain Improvement
• Marketing Support for Product Launch Campaigns

• State & Local
• Federal
• Public Sector Organizations
Outsourcing Firms

• Managed/Shared Services
• Offshore vs. Onshore Outsourcing