RIA Consulting for AUM Growth and Client Reach
Our RIA Consulting service helps registered investment advisers and boutique investment managers increase assets under management and reach new clients and markets.
Strong Capabilities, Limited Reach Beyond Existing Relationships
A firm may have strong investment capabilities but limited access beyond its existing relationships. Pursuing every possible channel can take time away from managing the business.
We help identify where to focus, explain the firm's capabilities to the appropriate audience, and develop relationships with potential clients and distribution partners.
RIAs and Managers Ready to Expand Beyond Their Current Clients
We work with RIAs and investment managers that want to expand beyond their current client base or geographic reach.
Depending on the firm's offering, potential audiences may include other RIAs, family offices, pensions, endowments, foundations, and distribution platforms.
Agree on the Audiences, Then Pursue Them Together
We start with the firm's current business, growth goals, and available resources. We agree on the audiences and opportunities to pursue.
Our work can include refining the firm's message, identifying prospects, preparing for meetings, making introductions, and supporting follow-up.
We review progress together and adjust priorities as we learn which conversations are developing. Each engagement has its own scope and responsibilities.
Tell us where you want to grow and what has limited your reach. We will read your note and follow up to explore whether we can help.
Discuss RIA Consulting