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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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