Who We Are

Our mission is to help our Hedge Fund clients grow their businesses by properly positioning their asset management services to appropriate Institutional Investors. We operate our business with integrity, representing our clients and conducting business in an ethical and professional manner.

Sales & Marketing representation for Investment Managers, including both:

  •  t Comprehensive management of all sales and marketing activity
  •  t Complimentary support to existing in-house marketing team

Experienced management team

  •  t Combined 40+ years in the financial services industry
  •  t Professionally trained in sales and marketing
  •  t Complimentary professional backgrounds and contacts

Proprietary Networks

  •  t Institutional Investors
  •  t Asset Managers/Hedge Funds
  •  t High Net Worth
  •  t Broker/Dealers
  •  t Third Party Marketing Firms

Current Clients