sponsors and consultants want the manager to focus on investments,
therefore, we provide full service sales and marketing support.
We believe the foundation of a successful marketing
plan is to provide complete and accurate information for database
questionnaires and RFPs.
Often, answers and statistics are not simply
black or white. We are very good at handling the gray areas, because
numbers do not tell the whole story.
Our Services Include:
Highlight Manager's Strengths and Uniqueness
- Develop/write detailed product and process
- In-depth performance attribution on fundamental
factors; not just stock and sector selection
- Universe comparisons and analysis
Create Marketing Presence
- Produce high quality institutional marketing
- In-house control on all RFPs, RFIs, and database
questionnaires to ensure consistency of message
- Public relations
Execute Sales Plan
- Call directly on asset pools >$500 million
that utilize external managers
- Call on consultants and intermediaries of all
sizes and in all locations
- Schedule and attend meetings
Closing New Business
- Advise on contracts and fee negotiations
- Client service support
Our fees include a retainer and incentive for assets raised.