Financial and Custody Operational Services

Korte & Associates Consulting, LLC, formed in 2008, provides a fresh approach to financial services consulting. The current financial environment necessitates superior investment leadership. Focusing on our client’s operational processes, expectations and challenges, Korte & Associates investigates the current services and aligns client expectations with their supporting investment strategies.

It’s what you know

Our firm is able to draw on over 30 years of financial service, operations, and consulting experience to help clients and their vendors find solutions. We concentrate our client services in the following areas:

  • cost effort riskDefined Benefit / Contribution Plans
  • Mutual Funds
  • Endowments and Foundations
  • Corporate Accounts