Professional Advisors, RIA’s, Broker-Dealers & Family Offices
- Professional investment management support and guidance
- Training and education on the emerging manager segment and benefits thereof
- Fee-based training and how to offer discretionary investment management services (sub-advisors)
- Preparation of proposals; guidance on using a “Manager of Managers approach”
- Competitive information on manager performance
- Full field relationship management and sales support
We develop relationships with professional advisors to help them develop their practice and meet the investment objectives of their clients.