Third Party Marketing Since 1995

Our Story
We are independent sales professionals representing a limited number of asset managers who are seeking institutional investors in the US market.

Delivering Results
“The process of positioning, marketing and building AUM in the institutional investment management space is daunting. We simplify
the game plan, focus on efficiency and deliver results for our managers.”
- Ken Rogers, Principal
Our Focus

Long Only
Active Equity Strategies

Capacity
Constrained
Asset Classes

High
Conviction Portfolios

Undiscovered
& Emerging
Managers

Institutional Investors
& Financial Intermediaries