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Who We Serve

Our clients are typically small to mid-sized managers looking for innovative and creative ways to drive organic growth. You can put our extensive industry knowledge to good use on a fractional, out sourced relationship basis to more efficiently drive your distribution or product launch initiatives.  

Uniquely, the scope of the firm’s knowledge base spans across all the major distribution channels (HNW, retail and institutional), including product lines such as separate accounts, mutual funds, UMA/SMA’s’, sub-advisory, ETFs, DCIO and retirement, annuities, 529 plans and alternatives (hedge funds and private equity).

Our money manager client base includes:

  • Institutional managers
  • Mutual Fund managers
  • UMA/SMA managers
  • RIA / Wealth managers
  • Hedge Fund managers
  • Private Equity managers
  • Real Estate (REIT) managers
  • ETF sponsors  

Areas of specialization include:

  • Business/budget planning
  • Prospecting materials
  • Client servicing materials
  • Content origination (white paper thought-leadership) 
  • Product development/launch
  • Product assessment (multi-qualitative factors)
  • Market research (e.g. surveys, competitive analysis)
  • Best-practices processes/procedures
  • Organizational structure/leadership/human capital
  • Distribution-related advisory services   

Please contact us to help you with your specific needs.

 

Connect with Us

Our Favorite Marketing Quotes

"If you can't state your position in eight words or less, you don't have a position."

- Seth Godin

"If you are not a brand, you are a commodity."

- Phillip Kolter

 

"It is the new and different that is always most vulnerable to market research."

- Malcom Gladwell, 'Blink'

"Marketing takes a day to learn. Unfortunately it takes a lifetime to master."

- Phillip Kolter

"If I asked my customers what they wanted they would have said a faster horse."

- Henry Ford

"The aim of marketing is to make selling superfluous."

- Peter Drucker

 

Who We Serve
Our Value Add