Asset Raising & Growth
Our reputation is based on the managers we represent. We seek to partner with exceptional investment managers with proven pedigree, differentiated investment approach, attractive risk-adjusted returns and impeccable reputation.
We like to raise assets and we have the experience and strategies to do so quickly. Our partners have met with some of the largest US pension funds, endowments, foundations, family offices and consultants. We limit the funds we represent in order to maintain a high level of product technical knowledge. Outside our core asset raising areas we have partnerships with asset raisers that share our ethos in Europe and Scandinavia.
We don’t just know of investors, we know them, and we work with them to provide solutions for their portfolio needs. Qualifying prospects, uncovering money in motion, and focusing on investors who match the target profiles of our clients enables us to compress the sales cycle and helps our partners crystallize their goals. We have an unparalleled and demonstrable track record supporting clients in this space.
All broker-dealer services are offered through Triad Securities Corp., member FINRA and SIPC.
“We believe strong investor relationships are cultivated by delivering high quality, thoroughly researched differentiated investment ideas…our reputation is based on the managers we represent.”