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Conifer Financial Services celebrates 25 years in the industry

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The Conifer Group, which merged with Vastardis Capital to form Conifer Financial Services – an asset services firm offering front to back capabilities across all asset classes to pensions, endowments, family offices, hedge funds, private equity and venture capital managers, RIAs and traditional asset managers – is celebrating 25 years in the industry.

Jack McDonald, president and CEO of Conifer Financial Services, says: "Bill Vastardis and I extend our personal assurance that the superior services our clients have enjoyed will continue. We are committed to providing enviable levels of personal service, technology and financial expertise that are unsurpassed in the industry. Simply put, we will be even stronger in the next 25 years."
This year HarbourVest-Origami Structured Solutions, private equity firms Perry Creek Capital and Rise Capital, and family office Metropolitan Wealth Management, have signed on for services spanning Conifer's front-to-back offering.  Additionally South Carolina Retirement System Investment Commission and Texas Children's Hospital Endowment have awarded Conifer their fund administration business.
Over the coming months Conifer will be announcing several key partnerships with unique service providers that will provide Conifer clients with additional resources. The first was announced recently as Conifer partnered with iMATCHATIVE to deliver their AltX products which will assist clients with asset raising endeavours.
"Conifer doesn't rely solely on its 25 year track record to stay relevant and valuable to our clients.  We'll keep building and offering more to our partnerships," says McDonald.

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