IT Outsourcing Lean operations with 2-10 employees create an opportunity to partner on outsourced IT management, cloud security, and regulatory-compliance services so Andrews can scale technology without expanding headcount.

Marketing Analytics The firm already uses Google Analytics, GTM, JSON-LD and related tools. Propose marketing analytics packages, executive dashboards, attribution modeling, and CRM integration to optimize client acquisition and marketing ROI.

Compliance Security As a registered investment adviser, strengthening security and compliance is critical. Offer SOC 2 readiness, risk assessments, vendor management, and data privacy reviews to reduce risk and reassure clients.

Regional Partnerships Based in Honolulu, there is potential to grow through local partnerships with CPAs, attorneys, small businesses, and nonprofit organizations to expand fiduciary wealth services and cross-sell advisory offerings.

Wealth Tech Enablement Enhance client experience through modern reporting, automated performance updates, and a secure client portal with data integration, supporting scalable service delivery for high-value clients.