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One significant challenge facing successful investment managers is connecting with the right professionals to gain access to key managed account platforms and increase assets under management. ManagerCONNECT is a team of financial industry professionals with the business relationships and marketing expertise to bring your investment strategy to the major platforms, work with the specialist teams and integrate into the advisor’s investment process.

ManagerCONNECT is headquartered in the Chicago area and along with their expertise and experience, brings very targeted resources and strategic partners to our managers. We take a focused approach to only working with a select group of managers, marketing to wealth management advisors and teams, and clearly connecting our clients to the right business opportunity.

We help our managers:

• Attain Single Contract Platform Distribution
• Develop Effective Marketing Materials
• Execute Platform Marketing & Distribution
• Deliver Financial Advisor Training Workshops & Keynote Presentations
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