Trusted Marketing & Business Development Support for Investment Management Firms
Since 2001, Dier Associates has partnered with investment management firms to provide specialized marketing, fundraising, RFP, DDQ, consultant database management, and business development support. We work closely with asset managers across traditional and alternative investment strategies, helping them effectively communicate their investment philosophy, competitive advantages, and organizational strengths to institutional investors and consultants.
Learning how a grain elevator works in the Mississippi Delta for Agriculture Fund RFPs.
Our team takes the time to understand each client's business, investment process, and target audience. This deep understanding enables us to create compelling marketing materials, consultant database profiles, RFP responses, DDQs, and investor communications that accurately represent our clients and support their growth objectives.
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.
