ACCESS
We help product providers tap into the small and mid-sized RIA market which is often neglected but is a huge part of the market.
If an advisor group is not allocating to your product, it is likely one of three reasons:
1. The advisor and their clients are not educated in and therefore not comfortable with alts in general
2. The advisor is overwhelmed by options in the space
3. The advisor has not allocated to alts given the strong equity market performance of recent years. We all know this is not a
sustainable market
1. The advisor and their clients are not educated in and therefore not comfortable with alts in general
2. The advisor is overwhelmed by options in the space
3. The advisor has not allocated to alts given the strong equity market performance of recent years. We all know this is not a
sustainable market
HOW WE CAN HELP
- Providing educational Continuing Education (CE) CFP approved alternative investment support to expand your outreach
- Getting advisors and their clients comfortable with the alts space in general
- Provide seminar, presentation, video interviews, and article support. Independent and educational opinions to provide valuable content for marketing
- Utilizing our network of advisors who trust us and come to us for recommendations, education, and access
