Investment Manager Distribution and Growth Services
We help investment managers reach sources of capital and build relationships that support business growth.
Our services focus on sub-advisory placement and RIA consulting. We work with managers to clarify their opportunity, identify suitable audiences, prepare for discussions, and support the work that follows an introduction.
Sub-Advisory Placement
We help investment managers pursue relationships with firms that appoint outside managers. Our work includes positioning the strategy, identifying potential partners, making introductions, coordinating due diligence, and supporting fee discussions.
RIA Consulting
We help RIAs and boutique investment managers increase assets under management and reach new clients and markets. We connect growth plans with practical outreach and access to relevant relationships.
Scope, Priorities, and How Progress Is Reviewed
Each engagement depends on the client's needs. We agree on the scope, responsibilities, priorities, and how progress will be reviewed.
Our compensation typically combines a monthly retainer, incentive compensation, and basic business expenses. Specific terms are set out in the engagement agreement.
We assess each prospective relationship and reserve the right to decline an engagement.
Describe the distribution or growth challenge you want to address. We will review your note and follow up.
Tell Us What You Need