We’ve helped fund managers raise hundreds of millions of dollars. Fund managers think of us as a bridge, connecting their fund to their investors’ retirement accounts.
We understand the unique needs of fund managers
Our entire team has a positive can-do attitude. Every member of our staff has the product knowledge and professionalism to provide your clients with a pleasant experience. Our goal is to make you look good and enhance your overall relationship with your clients.
Our fees are flat-rate (they’re never asset-based)
We don’t believe that asset-based holding fees need to be charged to provide outstanding customer service. Our clients all pay the same flat-rate annual fee regardless of the amount in their IRA.
We proactively help fund managers increase AUM
Tapping into your existing clients’ IRAs is an easy way to increase AUM. Many people have significant percentages of their IRAs uninvested – and don’t know they can invest them in alternatives (like your fund). That’s where we can help – by educating your clients and enabling them to invest their IRA money directly into your fund.
To learn how we can proactively help you increase AUM, call us at (800) 721-4900.