We do not attempt to direct brokerage business, allowing clients to use existing relationships when paying for research.
Our methods
We strongly believe in the face to face meeting as the best approach when selling research to managers. This has proven successful over the many years we have been involved in the independent research industry.
We have developed numerous relationships with money managers who respect our dedication to representing only value added research.
We use numerous databases and subscriptions which allow us to make certain we contact the prospect that best fit the focus of the research we are selling.
our loyalties
We are loyal to our clients, the ultimate user of the research and to our vendors. We have built a reputation of providing the highest quality research on the Street.
Much of our obligation to our clients is satisfied long before the sale is made. We take careful consideration with every potential research vendor through a due diligence process to confirm the research offers real value and is unique to other research products with a similar focus.
We recognize the amount of research offered to our clients and for that reason our business model is to only represent research products that continually add real alpha for money managers.
essential principles to building successful relationships
We are dedicated solely to independent research sales and client retention for the products we represent.
We dedicate sufficient resources to marketing and selling an originator’s service to ensure success.
We identify the right prospect for each research product by continuously reviewing our increasing client base.
Furthermore we are constantly developing new relationships by closely monitoring new fund launches and managers.