Outsourced Chief Investment Officer
We serve as an objective fiduciary to oversee, advise and provide services on your overall investment portfolio, ranging from real estate, private equity, loans, and other non-traditional investments.
Outsourcing to ExCel frees you from relying on your company’s in-house team, which can become problematic.
- Determine cash flow and/or total return needs by entity and/or owner
- Develop overall investment strategy approach
- Create investment policy statements for each entity
- Oversee all investment accounts regardless of institution
- Provide deal due diligence on all real estate and private equity transactions
- Deliver aggregated investment reports
- Source of debt and equity for real estate and private equity related transactions
- Provide asset management of real estate and private equity
Outsourced Chief Financial Officer
Business owners must often segregate their personal finances from those of their companies. ExCel can serve as your independent head accountant, managing all aspects of your financial operations, including cash management, financial reporting, income tax compliance, expense monitoring, financial statement audits and annual budgets. We can integrate with your personal and business finance reporting as needed.
- Produce income statements, balance sheets, cash flow schedules
- Reconcile all investment accounts
- Manage accounting and reporting for cash and liquidity
- Produce custom and tailored financial reports
- Manage income tax reporting and compliance
- Construct annual budgeting
- Conduct expense reconciliation and maintain cost control