Since 2001, we have helped our clients win $ billions in new assets from manager searches. From the development of marketing strategy and collateral, RFP responses, and standard DDQs that effectively convey the competitive advantages of your firm, to providing ongoing support in each if these areas, we can increase your success in all phases of the manager search process.

We can organize your data to efficiently complete data tables in RFPs as well as maintain an effective presence in consultant databases. We'll ensure quality and consistency between database narratives, RFPs, and marketing collateral.

Using our industry experience and insights, we incorportate an allocator's perspective when providing solutions to investment managers.