Professional Advisors, RIA’s, Broker-Dealers & Family Offices

We provide:

  • 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.