Wealth & Investment Management

Our WIM Team is focused on helping our clients adapt to the changing demands of the industry while controlling costs with strategy, process reengineering, integration and implementation.Click here for WIM Case Study

Timothy Cooke, Partner
Gartland & Mellina Group
1385 Broadway, Suite 912
New York, NY 10018
(212)-418-4783
Timothy.cooke@gartlandandmellina.com

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Mutual Funds / Money Market / UIT

Complex Products, Share Class Suitability, Reconciliation Management, Product Rationalization & Due Diligence, Money Market Reform, Billing (Buy vs. Build), Sub-Accounting / Omnibus Conversions, Order Entry

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Investment Performance Reporting

Security Level Performance Measurement, Custody Accounts & Assets Held Away, Data Conversions & Remediation, GIPS Standards Reporting, GICS Taxonomy

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Retirements & 529s

Tax Regulation and Reporting, Fees Disclosures, Retirement Plan Accounts, IRA & Rollover Processes, Assets Conversion, 529 Funds Conversion

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Insurance & Annuities

Straight Through Processing, IRI & ACCORD Implementations, Order Entry, Policy Maintenance Integration, Streamlining Commission Process

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Advisory

Advisory Program Level Account Opening & Billing, Asset Allocation Functionality, GIC Rebalancing, Platform Consolidation


Gartland & Mellina Group

In the News

GMG was recently quoted in the Wall Street Journal regarding its insights on the DOL Fiduciary Rule work.

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GMG hosted a veteran panel of executives in financial services, and marketing which included Michael Bodson,DTCC’s president and CEO, in a discussion on the current state of the financial services industry and the challenges it faces.

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Gartland & Mellina Group — A Management Consulting Company