- Details
- Category: Marketing
About
Alpha Strategies is a third-party marketing firm focused on working with boutique institutional quality investment managers to improve their marketing communications and increasing their assets under management. We believe that with so many investment choices available today many high quality firms can be overlooked as the large Wall Street firms dominate the institutional marketplace. We provide these boutique and “emerging” firms with a professional marketing partner to tell their story to interested institutional investors. Our goal is to pair these select managers with qualified institutional investors in mutually beneficial relationships.
- Review of existing marketing materials (website, brochures, collateral, etc)
- Define the firms image and brand for an institutional audience
- Make suggestions for improving collateral materials
- Make introductions to PR/Media contacts to generate articles/interviews
- Develop a marketing strategy and identify target markets
- Executing telephone and e-mail campaigns
- Follow up with past relationships and try to generate interest
- Follow up with leads and try to get in person meetings
- Deliver marketing materials and data to interested parties to facilitate due diligence
- Make introductions to consultants and interested plan sponsors
- Attend consultant meetings and assist with finals presentations
- Represent the firm at industry events and conferences to generate investor interest
- Provide advice and guidance as needed to help our partners to grow their business and assets under management
