Our clients typically are traditional investment management firms that want to manufacture not market.
Services offered:
Sales / Marketing
Business Consulting
Affliation Possibilities
We can assess and recommend various opportunities for growing your business.
We represent only complementary strategies to institutional, individual, wrap and mutual fund clientele either directly or through intermediaries.
Our collective network of contacts (45+ years) provide opportunities for our client's growth potential. We continually add new, long-term relationships to our network.
We also provide investment contacts to owners who wish to sell a portion or all of their firm.
Our business plan is to represent and/or own, either all or portion of, three to five superior, complementary and distinct investment styles of managers that represent "the best in their class". Retainer preferred.
Al Pisterzi, Pres.
Kathleen Walton, V.P.
Third Party Marketing Assn.
www.3pm.org |
