• A webinar for advisors and institutions across in the country. Using our proprietary database, we will invite thousands of contacts at RIAs and certain brokers where your funds may be available so you can tell your story directly to the allocators.
• A review of collateral materials such as factsheets, presentations and website, as well as help with emails to ensure the primary message of your value add is clear and concise.
• Assistance in developing a whitepaper on your asset class and your methodology, a proven way to help educate potential investors.
• Distribution consulting on where to focus your energy to maximize what is usually limited sales resources. RIAs, wirehouses, independents, institutions, consultants, we would like to share how we’ve achieved success at each.
• Any other way we can help you succeed.