About Us
We learn our clients' businesses and can get up to speed quickly
We learn our clients' businesses, whether they manage equity and fixed income portfolios, an institutional agriculture fund, or other alternative investment strategies. This enables us to better convey the competitive advantages of their firms when responding to RFPs and DDQs or creating marketing collateral for their strategies. It's one of the main reasons we have been successful for 20 years. We have helped clients win new assets from public funds, ERISA and multi-employer plans, endowments and foundations, sub-advisory and brokerage channels.
Learning how a grain elevator works in the Mississippi Delta for Agriculture Fund RFPs.
Many of our clients act as fiduciaries, and we provide our services with the highest degree of integrity.
We have experience using various RFP databases and can act as an extension of your staff. Also, we can use your completed RFPs, marketing materials and other documents to complete a project or work with your Marketing, Sales, Investments, Operations, Human Resources and Compliance departments to update and develop RFP responses, database profiles and new marketing collateral. In many cases, a prospect or consultant's first interaction with a manager is through an RFP or database profile. We help our clients convey their unique attributes and competitive advantages for these interactions.
ASSOCIATES
Associates include a Team of virtual writers, graphic designers, and data specialists who have experience in the asset management industry as well as project management and other relevant skills. They are knowledgeable across multiple asset classes and investment strategies. They have experience with RFP databases, consultant databases, client reporting tools, Excel pivot tables, CRM systems, and marketing/sales productivity software.
