Asset Management Firms

Asset Management firms contract Alliance Sales and Marketing to handle some – or all – of their mutual fund, hedge fund and other retail packaged product sales and marketing needs, benefiting from the ability to ‘rent their Chief Marketing Officer’ and contract an expert sales and marketing group without having to make the commitment to supervising and financing a permanent, full-time marketing department.

These Investment Managers can also – or instead – use Alliance’s consulting services to support their core investment management businesses in the construction of a marketing ‘formula’, methodology and materials to strengthen their ability to succeed in competitions for new accounts.

As well, Alliance Sales and Marketing provides a unique wholesaling service to  Investment Counselling firms by building and managing their relationships with Canada’s major Securities Dealers to ensure they are top of mind as a preferred investment management firm for managing portions of these dealers’ proprietary wrap and pooled accounts.

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