Approach

We approach our business relationships as long-term, true partnerships. It begins with our selective process in choosing to represent managers with quality products, solid track records and significant capacity for growth.

Once we determine that a manager is a good fit for our process, we conduct a highly detailed review of the product or strategy including performance details, firm history, marketing materials and current marketing efforts.

We work in tandem with our clients to develop realistic targets for asset acquisition. We ensure that managers have all pertinent searches and RFP’s that have the potential for success. By constantly monitoring the institutional markets through database research, industry conferences and continual contact with our extensive network, we ensure that our clients are aware and participating in all pertinent opportunities.