Connecting Investment Talent with Capital.
We help investment managers with strong performance reach the people who select strategies and allocate capital. Our work draws on relationships built over 40 years across investment management, distribution, and institutional sales.
Sub-Advisory Placement
We help managers bring their strategies to firms that use outside investment talent. From identifying potential partners to supporting due diligence and fee negotiations, we stay involved throughout the process.
RIA Growth and Distribution
We help registered investment advisers and boutique managers increase their reach. We identify opportunities to introduce their capabilities to new clients, markets, and sources of capital.
Access Built on Relationships
We connect managers with RIAs, family offices, pensions, endowments, foundations, and distribution platforms. We focus on relevant introductions, thoughtful preparation, and continued follow-through.
Theodore (Tod) M. Perry
His background spans 40 years in institutional investment sales, sales management, business development, and responsibility for business profitability. Having worked on both the buying and selling sides of sub-advisory relationships, he understands how managers present their capabilities and how firms evaluate outside investment talent.
Tell us about your firm, your strategy, and where you want to grow. We will read your note and follow up to discuss whether we can help.
Tell Us About Your Firm