Looking to Raise Assets? Structure Matters

The seventh tip to maximizing your marketing and sales effort according to The Road to AUM: Driving Assets Under Management through Effective Marketing and Sales, is to understand that structure matters. Structure of firm and offering are critical elements to successful institutional asset gathering. Managers often think that ‘great performance’ will override these core elements.… Read More


Team Infrastructure Considerations

Managers come in all shapes and sizes and have a variety of histories. Regardless, institutions are looking to work with stable, well structured organizations. Depending on firm structure and history, here are the types of team hurdles managers should be prepared to address: Key man/woman, or married couples’ business ownership and/or portfolio management Family business… Read More


Make an Impact!

Our world is changing rapidly. This is not a new scenario. What is new, however, is the change in sentiment in the good old United States of America. Never before has there been such a climate of social consciousness. The silver lining in a series of dark clouds related to a confluence of national and… Read More