Dedicated to Raising Assets for a Select Group of Institutional Investment Managers

Partnership. Opportunity. Leadership. Success.

Services

We engage in a structured product positioning process to build a marketing collateral system and sales story that maximizes distribution:

Marketing Consultation

Review existing materials
Consult to support development of a key manager profile, product profile, targeted presentation and RFP/RFI response series
Consult regarding necessary compliance and disclosures
Consult regarding specific channel positioning and the sales process
Consult regarding ongoing data requirements to meet monthly and quarterly reporting expectations

We implement an active market penetration strategy to expand opportunities:

Marketing Penetration

Formalize opportunities: market trends analysis, channel analysis, target prospects
Consult and implement database population strategy
Create a formal prospecting plan
Support implementation of new marketing collateral and strategy
Support ongoing RFP/RFI process

We lead the sales process and guide new business installation:

Distribution

Provide immediate access to full network of established relationships
Proactively position of firm and product to the consultant community
Prep team and participate in finals presentations
Guide installation process for new business to ensure seamless transition

"We believe there is significant opportunity for investment managers to raise AUM across a wide variety of channels. Our job is to create those opportunities and to position our partners to win."