We began this company with two questions. Could we have a leadership role in business development for not just one, but several investment management firms simultaneously? Our resolute answer is yes. Every successful business owner that seeks to serve multiple clients must answer this question well. An investment consultant must work profitably with two, three and twenty different pension plans or foundations. An investment manager serves even more clients. How does a marketing and sales company achieve scale efficiencies? Second, we want to be important to our clients today and for many years to come. That is, can we locate and work with a short-list of investment managers whose aspirations equal our own?
|
