Why Partner with Chenery?
Independent Boutique
Fiercely independent.
Our clients are 100% of our focus.
Our growth is earned solely through referrals from our clients and from their COIs.
Seasoned Experts
Each client-facing Team leader has > 20 years of investment operations and regulatory compliance experience.
Both in-house at investment advisers, and for compliance consultancies.
Hands-On
Limit our CCOs to ≤ 4 designated CCO engagements.
Minimum of two Team members assigned to each engagement.
Effectively, we are your compliance department.
Forward-Looking
Our CCOs are embedded in your firm.
They deliver proactive regulatory insight and action.
We stay ahead of the SEC’s rulemaking to protect you from regulatory risk.
Proprietary Lifecycle
Our Regulatory Compliance Lifecycle enables systematic and rigorous compliance calendar management.
Powered by tasks, deliverables and a schedule to ensure thorough execution.
Technology Platform
Leverage specialized compliance software built for investment advisers.
Streamlines critical workflow in the compliance calendar and automates your Code of Ethics administration.