Nancy is a founding Member at True West. She brings over 20 years of experience in the financial industry with a concentrated focus in regulatory compliance consulting for registered investment advisory firms. She has a passion for working with clients in developing their compliance programs and assists firms with building a true culture of compliance. Nancy strives to keep a simple and straightforward approach to running an efficient compliance program.
ANNOUNCING NEW TRUE WEST WEBSITE
We’re thrilled to announce the grand unveiling of our newly redesigned website at True West Consulting! We’ve crafted this digital homestead with you in mind, aiming to provide a user-friendly experience that’s as smooth as a well-worn saddle. Our new site features a sleek, modern design and streamlined navigation, making it a breeze to explore the wide range of compliance services we offer to Registered Investment Advisers (RIAs).
Modern Design and Enhanced Navigation
Our website features a sleek, modern design that reflects our dedication to innovation and excellence. The streamlined navigation makes it easier for you to find the information you need, whether you’re looking for specific services, wanting to learn more about our team, or seeking compliance resources.
Detailed Service Offerings
On our new website, you’ll find detailed descriptions of our RIA compliance services, including SEC and state registrations, tailored compliance program development, ongoing operational support, and private fund services to keep your firm riding high and compliant with ever-evolving regulations. We also offer legal support services to help you navigate the regulatory frontier, draft and review necessary documents, and ensure your firm stays on the right side of the law. Our technology services provide cutting-edge solutions to enhance compliance efficiency, including top-notch compliance software and robust cybersecurity measures to keep your operations secure.
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RIA and private fund Compliance Services
We offer a wide range of compliance services specifically designed for RIAs and Private Funds, including SEC and state registrations, tailored compliance program development, and ongoing operational support to ensure firms remain compliant with regulatory requirements. -
Legal and Technology Services
Our legal services include comprehensive support in navigating regulatory complexities, drafting and reviewing documents, and ensuring legal compliance. Our technology services provide cutting-edge solutions to enhance compliance efficiency, including compliance software and cybersecurity measures.
Comprehensive Team Profiles
Get to know the trailblazers behind True West. Our team page offers in-depth profiles of our experienced consultants, highlighting their backgrounds and areas of expertise. This transparency ensures you know exactly who will be guiding your compliance efforts.
Easy Access to Compliance Tools
Subscribers can access exclusive content such as SEC updates, monthly checklists, and downloadable tools. This subscription service is designed to keep you ahead of the curve with the latest compliance information and resources.
Contact and Support
We’ve made it easier than ever to get in touch with us. Whether you need immediate support or want to schedule a consultation, our contact page provides multiple ways to connect with our team.
Why Visit Our New Website?
Our new website is more than just a digital facelift. It represents our ongoing commitment to providing top-tier operational solutions tailored to the specific needs of RIAs. With enhanced features, detailed service descriptions, and a wealth of educational resources, we aim to support your firm’s compliance journey every step of the way.
We invite you to explore our new website, learn more about our services, and see how True West can help your firm navigate the complexities of regulatory compliance.
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