Fund placements with secondary advisory services for traditional & alternative investment managers
The firm has extensive experience in implementing market development strategies across a wide variety of investment management solutions. Work is completed carefully with each of our investment managers through a close understanding of their strategies and competitive advantages – 100% privately owned and engaging on a basis that is fully aligned with our clients.
Raising capital to a limited no. of high quality investment managers
We provide marketing consultation on all aspects of the fundraising process including competitive positioning, market assessment, distribution services. Our goal is help investment organizations build long lasting investor relationships across the institutional universe.
Engaging with a diverse base composed of numerous investors from a variety of backgrounds
Many of these investors have significant industry knowledge, as well as experience that we are able to leverage during the fundraising process. Our staff originate from independent (employee owned) investment firms. We believe that this combination of skills is a key competitive advantage.