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The focus on third-party distribution, managed accounts, creative "packaging" of asset management services and open architecture demands that financial services firms develop a broader strategic focus in order to remain competitive and continue to expand market share.  That's where we can help you.
 


CORE SERVICES PROVIDED:
–Market and channel analysis/opportunity assessment
–Business development planning
–Strategic distribution and marketing planning
–Product analysis and development
–Enhancements of operational processes and efficiencies
–Development and implementation of telemarketing and servicing centers

CLIENT FOCUS
–Institutional and HNW managers
–Mutual Fund Companies
–Banks
–Third Party Service Providers
–Insurance Companies
–Brokerage Firms

ØEXPERTS IN "PACKAGING& DISTRIBUTION
-Sub-Advisory Strategy/Structures
Ø-Mutual Funds
Ø-Managed Account  (SMA) Program Development and -Participation
Ø-3rd Party Platform and Intermediary Distribution
Ø-Defined Contribution Products and Investment-Only 401(k)
Ø-Institutional Products
Ø
-Wealth Management Products and Services
-Retail Distribution