WHAT WE DO
FOR INVESTMENT MANAGERS

Effective marketing and distribution takes time. Time that successful investment managers often lack.

Our marketing platform uniquely aligns distribution and portfolio management by creating direct access to the investment decision makers and enabling them to communicate key asset sector information on a ongoing basis.

Along with our marketing partners, we help you articulate your message and polish the visual elements of your strategy to clearly represent what your firm has to offer. With decades of experience, we have a clear understanding of what allocators of capital want to see. By tapping our extensive network, we will help position your firm for significant growth.

Specifically, our platform will address the following:

INVESTMENT STRUCTURES
  • Experienced distribution team
  • Extensive network of RIAs, family offices, banks and institutions
  • Proprietary database and CRM
  • Platform availability
CONSULTATION & STRATEGY
  • Differentiate your investment strategy
  • Articulate your investment process
  • Refine messaging and presentation
BRAND IDENTITY
  • Brand voice & imagery
  • Corporate identity package
  • Marketing collateral
PUBLIC RELATIONS
  • Press pitches
  • Relationship building
  • Proactive media outreach
MARKETING CHANNELS
  • Web
  • Social media
  • Traditional media
  • Industry conferences & sponsorship
FIRM COMMUNICATIONS
  • Quarterly investor calls
  • External firm updates
  • Internal employee communications
  • Thought leadership