Service Model
Expanding access to institutional and alternative style investment strategies.
Consulting
Position products as solutions to investment needs.
Guide asset manager’s approach to retail market, product structuring, and business expansion opportunities:
Market segmentation
Strategic analysis
Execution plan
Origination
Product design and delivery options based on growth potential.
Success depends on:
Addressing the needs of the current market landscape
Quality of brand
Platform availability, shelf space, and pricing
Concise messaging backed by investment performance
Distribution
Focused sales professionals with a national presence.
Intelligent distribution requires efficiently mapping resources to client needs.
Relationships:
National Wirehouses
Regional/Independent Broker-Dealers
Registered Investment Advisors
Service & Support
Continual market presence.
Meeting the needs of key intermediaries and exceeding their expectations.
Benefits include:
Expansion of product offerings and investment styles
Multiple growth opportunities