If you raise money for a living, the RIA Channel is the most important channel.
Wirehouses are “dead” for a boutique firm. Investment decisions are made at the Home Office.
Consultants = long sales cycle.
401k is a race to zero (fees).
Banks & IBDs are great, but its a “win or lose”, binary outcome.
RIAs are the “Channel of the Future”.
New RIAs are being started every week.
Salespeople can build relationships with RIAs and influence the sale.
RIAs need interesting investment ideas.
The PROBLEM: There a lot of them and you need someone to guide you.
How We Can Work Together
Meet Dakota Funds Group
Small to medium investment firms often struggle to successfully raise money. Why? Because they don’t have what they need to compete (and win) against the big guys. Since 2006, Dakota Funds has raised $22 billion (and counting) for clients by working as a third party sales and marketing firm. Use our sales curated data and proven processes