Broadly capable, precisely focused

Combining the broad capabilities of a leading financial services firm with the industry expertise of a boutique, Inter Consultant offers depository institutions sophisticated advice and execution regarding strategic direction, capital formation, funding and liquidity, balance sheet optimization, wealth management and more – all bolstered by a robust platform designed to meet a diverse range of objectives.

Key Services Areas

Global Equities & Investment Banking Services

Strategies with conviction

Inter Consultant Investment Management combines the agility of six boutique asset managers with the strength and stability of a full-service firm.

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Tailored guidance

An experienced partner to help deliver all aspects of investment consulting from strategy development and investment research to reporting and oversight.

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The advantage of access

Inter Consultant Capital is the private equity and merchant banking subsidiary of Inter Consultant Financial, Inc.

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Full-circle finance

Integrated solutions from Inter Consultant Bank include a comprehensive array of private banking and credit solutions.

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Creative financing solutions

The Structured Finance Group provides clients seeking high leverage, credit backed financing with distinguished access to the fixed income capital markets.

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Better housing starts here

Leaders in the affordable housing industry, we’ve raised capital for over 2,400 properties nationwide through our institutional investor partnerships.*

Affordable Housing Investments

A community bank partner

Our Financial Institutions Division delivers full-spectrum securities brokerage and investment advisory services to community banks and credit unions nationwide.

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Independent RIA & Custody Services

Inter Consultant RIA & Custody Services provides personalized support and resources for RIAs and IBDs.

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