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Our experience is broad and covers a variety of manufacturing, distribution and servicing firms within the financial services industry.  InvestorReach has worked with clients ranging in size from $700 million to $700 billion in assets.  Our primary focus is helping them increase their assets under management.  

We offer practical solutions and ideas when firms are contemplating their next moves.  What differentiates our firm from others is that we have toiled in the trenches, built infrastructure to implement our strategies, and, most importantly, built key relationships throughout the industry.

Representative Client List
 §References and representative client list is available upon request.

Select Client Project Descriptions:

-Managed Account Industry Overview and Requirements, Detailing of Client-Specific Incremental Requirements, Development of Financials

Overview of Strategic Distribution Opportunities, Intermediary Distribution Channel Assessment and Planning for ETF Launch, Implementation of Sales and Service Requirements for Launch

Distribution Opportunities Assessment, Mutual Fund Development - Including Pricing and Vendor Selection, Development Of Business Infrastructure and Services for Managed Accounts

New Distribution Channel Assessment and Financial Modeling, Product Review and Analysis

-Development of Mutual Fund Family—Competitive Review, Pricing Analysis, Vendor Selection, Plan for Integration of Sales and Service Models with Existing Business

Best Practices Study for Managed Accounts, Recommendations for Proprietary Asset Management including Organizational Structure, Systems, Resources, Product Development, Implementation

-Assessment of Distribution Opportunities, Recommendations for Focused Expension, Development of Sub-Advisory Distribution Plan and Implementation With Key Partners, Product Expansion Analysis