As a third party sales and marketing firm, we have raised over $22 billion
for our clients since 2006 across all investment channels
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
Dakota Funds Group
Dakota Funds Group is a sales and marketing company for boutique investment managers. The team at Dakota has raised over $22 billion for over 16 different investment firms since their founding in 2006. Dakota has 18 employees, including 10 sales professionals and is based in Bryn Mawr, PA.