Are you struggling with you RIA distribution strategy?
Do you feel you have a deep list of RIAs to call on?
Are you worried you are falling behind as the RIA Channel grows?
Is the RIA channel overwhelming to you?
Are you concerned your salespeople are calling on the wrong RIAs?
If you answered yes to any of these, we can help you access RIAs.
We have raised over $5 billion from 362 RIAs.
WE KNOW RIAs and WE CAN HELP YOUR FIRM ACCESS THEM
We have raised over $5 billion for these firms from 362 RIAs.
We can help your firm access our network of over 800 RIAs.
Why Focus on the RIA Channel?
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