iStock-608590766.jpg
iStock_000078004089_Large.jpg
iStock-608590766.jpg

About us


SCROLL DOWN

About us


 

Our Story

 
 

Mink Hollow Advisors is a strategy consulting firm focused exclusively in the wealth management industry, led by Zohar Swaine's 20+ years of consulting and industry executive experiences.

Put simply, we design and execute Enterprise, Technology, and Product strategies. We are frequently called on to solve our industry's most vexing issues and we have an uncanny gift for taking these complex ideas and translating them into persuasive Board-level presentations and executable plans.

And we'd prefer it no other way.

Why are we successful?

  • We pride ourselves on delivering strategic insights and their implications collected through our exposure to all corners of wealth management -- from RIAs to B/Ds and Fintech to Private Equity -- enabling us to capitalize on an unparalleled network effect
  • We leverage sophisticated analytical techniques and build highly customized models to solve specific challenges, oftentimes relying on big data and competitive intelligence sources  
  • We collaborate with senior executives and a broad network of subject matter experts from across the industry when highly specialized knowledge is required
  • We cast visions of our industry's future based on an intense awareness of the wealth management ecosystem.

Consistently recognized for our foresight and impact, we thrive on making a difference in critical situations and delivering sustainable enterprise growth and immediate bottom-line results.

Can we drive significant value for you?

We only engage when the answer is assuredly yes. When you become our client, you will get our expertise, blood, sweat and tears. Fortunately, we have a history of succeeding long before blood and tears are necessary.

Would your organization benefit from deep wealth management expertise, thought leadership, and execution guidance? 

 
iStock_000078004089_Large.jpg

Story


why us

"The clearest way into the universe is through a forest wilderness."

~ John Muir

Story


why us

"The clearest way into the universe is through a forest wilderness."

~ John Muir

 

Our Unfair Advantage

 

We don’t believe in Serendipity.

It is said that purpose is the reason for the journey, but passion is the fire that lights the way. Good strategies are thoughtfully mapped out in advance…but are sufficiently nimble to seize on unexpected or newly uncovered opportunities along the way. If you are searching for a partner to map and execute corporate strategies while also taking advantage of industry opportunities that present themselves — let’s talk.

our approach To Each Assignment is unique:

 

Our Philosophy

 

Being in the know: far more powerful than being big. 

Our goal isn’t to have dozens of clients at once. It’s to have an important few. We only engage with a handful of clients at any given time…the ones we can drive legitimate value for.

Fact-based strategy, well thought-out execution plans. 

At every phase of our work, we bring a fact-based, analytical approach to devising strategy and execution plans. Yes, we’ve got our gut. And yes, we back it with facts and reality.

“Good strategy” isn't necessarily good for you.

It’s relatively easy to craft a strategy or replicate a competitors…but designing a differentiated strategy which leverages your competitive advantages and that’s actually going to work in your unique operating environment—now that’s where we thrive.

Advantages always exist if you’re paying close enough attention.

At Mink Hollow, we fervently track changes in the landscape, news, competitive blunders—always seeking avenues to leverage our clients’ businesses. With our deep industry contacts, we are highly aware of the wealth management ecosystem that deepens our abilities to support our clients’ evolution at every step.

Strategy that’s rooted in deep industry experience, knowledge of the competitive landscape, and with thought-through execution plans are some of the advantages we bring to your executive team. Let's talk.

 
 

Meet our team

Zohar Swaine

President

Roger Boyd

Senior Analyst