PARTNERING TO DRIVE YOUR GROWTH
BX Partners provides custom marketing and distribution solutions for Boutique, Emerging and Niche asset managers by providing strategic consulting, intermediary, digital and national advertising solutions focused on branding and asset raising.
PROCESS & REVIEW
- Asset Management Companies current exposure to financial advisors, and plan to grow
- Investment Committee Due Diligence
- Intermediary Team viability/due diligence and strategic analysis
- Sales Team Viability/analysis and agreement
- BX Intermediary Game Plan
Provide the following services:
- Present to various types of intermediaries based on a coordinated plan
- Cover agreed upon strategies
- Meet with home office executives in product, platform and research departments
- Follow the investment strategy from initial presentation to addition to firm platform(s)
- Provide guidance in operating at approved firms based on the intermediaries expectations
- Continue coverage after being added.