Benefits

Third party marketers leverage their industry knowledge, contacts, and marketing and sales acumen on behalf of a limited roster of clients, getting them access to investment decision makers.

Third party marketing firms each have their own area of specialization. Some emphasize experience in:

  • A given asset class (large cap growth, small cap value, emerging markets, for example)
  • Geographic regions (East Coast, Midwest, West Coast, Europe, Far East, for example)
  • Particular market segment (sub-advisors, corporate pensions, public funds, for example)

Arrow Partners specializes in matching our clients with financial intermediaries (e.g. - consultants, multi-managers, wealth advisors, subadvisory, etc.) and institutional investors (public and corporate pension funds, endowments, etc.) We accomplish our mission by:

  • developing the firm’s unique “story”
  • creating a marketing plan, as well as all marketing and sales materials
  • managing the sales cycle from start to finish

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