Coulter Strategic Services Added to Kitces Advisor Services Map

Coulter Strategic Services is pleased to share that the firm has been added to the Kitces Advisor Services Map under the Compliance Consulting category.

Kitces.com, founded by Michael Kitces, is a well-known industry platform providing financial planning commentary, advisor education, practice management resources, research, and other content for financial advisors.

The Kitces Advisor Services Map is a resource for financial advisors seeking outsourcing and service providers across key areas of advisory firm operations, including compliance, operations, business management, marketing, and other support services.

Coulter Strategic Services works with SEC and state-registered investment advisers on practical compliance support, including annual reviews, policies and procedures, Form ADV and Form CRS updates, regulatory filings, compliance training, vendor due diligence, advertising review, and other ongoing compliance consulting needs.

Coulter Strategic Services appreciates being listed on the Kitces Advisor Services Map as a compliance consulting resource for advisory firms. The Map is widely used by advisors and firm leaders who are evaluating external resources to support their businesses.

Thank you to the Kitces team for including Coulter Strategic Services in this resource.

The Kitces Advisor Services Map is available here:https://www.kitces.com/advisor-services-map/

#RIA #Compliance