About CAP

Our Process

Step 1	Universe of Investment Managers We complete a thorough competitive analysis of Investment Management firms and their products to confirm positioning and the best market opportunities.
Step 2	Selection of Top Managers to Represent Our agreements include well defined goals, sales tracking requirements and minimum standards for performance.
Step 3	Marketing Consultation Utilizing our extensive industry experience, we consult with our clients to develop and implement an effective marketing plan.
Step 4	Market Penetration We immediately access our extensive network to build awareness and to create opportunities for distribution.
Step 5	Sales and Installation We lead the sales process and guide new business installation to ensure success.

To learn more about the CAP process, log in. Don't have a password? Call us to establish a full site password at (781) 274-1215.

The CAP Process: Preparing Managers for Success

We complete a rigorous preparation process to ensure your success:

Investment Management Level I Review

People
Philosophy
Process
Performance
Fees
Capacity
Investment Analytics product review

Investment Management Level II Review

Complete understanding of the investment story; how did we get here?
Confirm sustainability and repeatability of the investment process
Understand down market protection
Understand performance and management history
Review positioning and unique attributes of product; create the story

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"We are determined to achieve industry leadership by creating a winning proposition for the sales professional, their network of relationships, and the investment management firms we represent."