REVZON CONSULTING GROUP


We provide valuable services to help your business grow



CONSULTING SERVICES


Serving trust companies, wealth managers, broker/dealers, law firms, mutual fund companies and pooled fund firms



TRUST OUTSOURCING


Whether large or small, we assist your back office to operate efficiently and effectively




Who We Are


No Theories - Just Answers

The Revzon Consulting Group, LLC (RCG), a consulting firm based in Marshfield, Massachusetts, provides managed services to help you meet your fiduciary business goals.

Our sole focus is to service firms such as banks, trust companies, mutual funds, insurance companies, law firms, third party administrators, family offices, and registered investment advisors cope with the ever-changing world of services, regulations, technology, and products.

We provide solutions to help meet your business goals. With a wide range of management expertise, including retirement plan services, personal trust, corporate trust, participant recordkeeping, trust operations, and compliance, we are able to assist institutions and professionals in all financial disciplines.

We have over 75 years collectively of "hands-on" experience. That is why we don't deal with theories -- just answers. Since our inception in 1997 we have provided services to dozens of clients in the U.S. and Canada. We have successfully completed well over 150 projects.

Find out why so many Trust Departments put their Trust in us.

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Our Services


Solutions to help meet your business goals

Consulting

Revzon's Institutional Sevices is America's trust company specialist serving wealth managers, broker/dealers, law firms, mutual fund companies and pooled fund firms.

Trust Outsourcing

We help with administrative, operational or compliance needs to get the job done.

TPA & Recordkeeping

Revzon Consulting Group provides Third Party Adminstrative services for both daily and non-daily valued retirement plans

Project Management

We help your firm get the job done - regardless of the size or complexity of the project.

Collective Funds

Commingled Funds Services designed to make this a truly turn-key product.

Audit & Compliance Services

Detailed workpapers provided for use by Regulators and External Auditors.

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