How do I get in front of/find Fee Only RIAs who want to work with alternative investments?
zippyzop asked:
I am in charge of selling my company’s fixed income alternative investment. It is quite a good product, and has returned over 9% over the last 5 years with low risk. I am trying to find RIAs and other consultants who will take a pitch from me, to direct their clients/foundations, etc. Any ideas how to break through to this market?
I am in charge of selling my company’s fixed income alternative investment. It is quite a good product, and has returned over 9% over the last 5 years with low risk. I am trying to find RIAs and other consultants who will take a pitch from me, to direct their clients/foundations, etc. Any ideas how to break through to this market?
BosCFA:
It depends on what you’re looking for. Most RIAs have a research department who vets the managers who are put on the platform, though many can use an investment manager on a dual contract basis. Your best bet is probably to get to know a financial adviser who works for one of the major wirehouses and see if they would be willing to put their clients in your product on a dual contract basis. They also would probably be able to forward your contact information to their research department so the reseach analysts could perform due diligence on your firm.
Do you report your composite results to Mobius or PSN? If so, then if your performance is that good, then research analysts will find you as your firm pops up in their screens.
June 17, 2009, 8:15 pm