Management Consutant

Phoenix Portfolio Management Service recognizes the challenges of organizational evolution and the potential for the development of torpid. Management needs vary across industries-business, education, not- for-profit and government, and also small, medium and large organizations. No one approach is right for all situations and entities

PPMS provides a faculty of experienced professionals, third-party perspective, technological savvy with various backgrounds and professional designations, from Ph. D.’s, Ch FC’s, CPA’s CLU’s, MBA, JD’s to Enrolled Agents, and the knowledge to help clients reach their organizational goals. We provide you with a framework for understanding your organizational profile- a need to merge, reorganize, and introduce a new product/service offering or to update & integrate new systems. In a nutshell, we provide a strategic approach to planning for and implementing change.

We have worked in transformational projects over the years. Our focus has been performance based audits, identifying the management style that provides emphasis in the critical areas of the organization and its component parts (programs). The purpose of an audit is to provide feedback that is technically correct and useful with parameters for improvement.

We work closely with clients, bringing foresight and knowledge, skill and sagacity, deep functional expertise, and a practical approach to the resolution of organizational issues. We contract on an hourly, project or time and expenses/material basis.

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