We provide solutions to help meet business goals. With a wide range of management expertise including retirement plan services, personal and corporate trust, participant recordkeeping, and trust operations, we are able to assist institutions and professionals in all financial disciplines.
Since we do not sell any investment products nor do we receive any commissions we are totally unbiased with our advice.
Your Bottom Line
Revzon Consulting offers a two-day on-site assessment of the current workflows and procedures of your Trust Department.
The objective of this assessment is to determine:
Our methodology includes:
What we deliver:
The Extra Benefit to you: