| Investment managers
are able to maintain focus on the investment and portfolio management
process while growing funds. We are in regular contact with thousands of
caretakers of assets who manage the asset allocations for pension plans,
endowments, foundations, family offices, funds and funds of funds.
Our managers and the marketplace welcome the services and benefits we
provide:
• Early introduction to new, outstanding managers
• Cost effective, customized ready-to-go marketing team
• On-target, effective sales presentations and accurate representation
• Entrepreneurial, personal, focused effort
• Savvy translation of investor's current allocation needs
• Quicken inflow of assets under management
• Sensitivity to time constraints on investor and consultant/advisor
communities
Equitable Compensation:
1. Consultation retainer to create the product message and requisite
materials for clear and efficient communication
2. Marketing performance fees based on rewarding production
The ultimate benefit to our investment manager clients is that they are
able to maintain focus on the investment and portfolio management
process while growing funds.
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