As the mutual fund industry evolves with the emergence of boutique funds, many small and mid-size funds find distribution tougher than expected despite outstanding returns on assets under management.    Sales teams are expensive and require 12 – 18 month ramp periods.  Regulatory demands are more comprehensive than ever and limited resources or limited experience can disqualify many of your potential distribution channels.

And now there is Distribution Revolution…
​Distribution Revolution will work together with your investment management team to introduce your mutual funds, ETF's, SMAs or alternative strategies to multiple channels including RIA's,  intermediaries, wire-houses and high net worth family offices increasing the awareness and distribution of your fund.  Successful outcomes are derived through the DR process which requires a 30-90 day product and team review followed by a strategic 12 - 60 month  asset growth plan.  We work directly with your investment team to prepare them for the due diligence process required for national account and platform selection and we stay with them until the process in complete.

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Partners

Compass Securities
Sondhelm Partners
Stanton Chase
​Magni Global
​EQM Indexes

Services

AUM Growth
Strategic Planning
Sales Force Development
Platform Expansion
Customer Acquisition

Services

National Account Sales
Recruitment
Compensation​ Planning
​CRM 
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Services

Collateral Development
Content Delivery
Conference Placement​