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
- Consulting services for newer sponsors on go to market strategy and entering the alts community of allocators
We also provide access to our Mastermind Panel of due diligence officers and alts savvy advisors to review new products to market or existing products looking for a reinvigorated push. This group offers candid and constructive feedback as to what the market is looking for including:
- Messaging and content
- Structure
- Fees
- Return profile
- Competitive advantage
TESTIMONIALS FROM SPONSORS
"Richard's knowledge of alternative investments and how to position them as solutions for Registered Investment Advisor ("RIAs") and their clients has been invaluable for our firm and offerings. Having run a BD and RIA firm and knowing how to best educate RIA's on the benefits of alternative investments, this is something all wealth advisors and sponsors should tap into immediately."
- TODD WOODHEAD, Executive Vice President for Capital Markets at Walton Global
"What a pleasure and benefit it has been to our business to have alignment and partnership with Hillson Consulting. Richard knows our business as well as anyone I have been around in 30 years of serving advisors as a sponsor. I am grateful for the work he did in helping get our products launched and for the ongoing advice he offers along the way. A true gentleman, to boot. I would recommend to any sponsors to work and partner with Richard."
- WAYNE W. WAGNER, Managing Director at Donovan Ventures
"Utilizing alternative investments in modern day portfolio construction and management has become critically important. Advisors and their investors are shunning the traditional 60/40 portfolio model by introducing meaningful allocations to non-stock and non-bond investments. For those doing so, the experience, consultation, and guidance Richard Hillson provides is truly indispensable."