Getting Started

Let Latner and Associates give you the professional services to ensure your business success.

When you’re ready, you can call us and we’ll walk you through each of the steps to set up your account with Adviser Investments. Even after you designate us as your adviser, your account remains in your name. We never take possession of your assets. We make investment decisions and execute trades on your behalf through a limited power of attorney. In addition to the trade confirmations and statements you receive from Fidelity, we will send you a quarterly report summarizing your holdings and performance with us. With that report, we also send you our Adviser Outlook, which reviews the quarter just past and details our current views on the markets, economy and the investment environment.

  • Understanding Your Market
  • Strategy Development
  • Organizational Alignment
  • Government Relations

You and Your Market

Are there markets where you know you should be or markets where you are that don’t deliver? Are Google big data just not delivering actionable market information?

Our proprietary research and evaluation approach ensures that you understand what is happening in the market so that you can make timely business decisions. When markets are not delivering, our evaluations uncover market needs and delivery gaps so you can adjust your activities to deliver results. We are known for delivering actionable business intelligence.

With a wide network of research analysis in Asia, Europe and Latin America, Latner and Associates can develop focused research or scale for multi-country multi-product research and evaluation.

Strategy Development

Is your organizational mission, vision and promise aligned with your strategic objectives and operational goals? Do your processes and the measurement of your activities validate your mission?

Latner and Associates helps emerging and established organizations devise thoughtful strategies to align their vision with outcomes and to articulate a clear roadmap for the actions to advance the work and achieve results. As seasoned, “been there, done that” executives, our coaches and consultants offer concrete, real-time, on-the-ground guidance as organizations move from strategy development to execution.

Whether it is trimming the sails or change management, through our tried process of assessment, analysis, engagement, Latner and Associates helps organizational teams discover and align organizations.

Government Relations

Are you leveraging your government to maximizes your market potential? Is your access to foreign markets or export sales potential limited by broad policies, or legislative or regulatory action?

Do not let the complex interplay between market and regulatory environments in key export markets in Asia, Africa, Europe and the Americas limit export opportunities. Government affairs plays a key role in opportunities expanded and crisis averted, differentiating the market winners and losers.

High-level experience in government affairs and in-country experts ensure that Latner and Associates can design and implement a government relations.

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