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How do I get in front of/find Fee Only RIAs who want to work with alternative investments? |
I am in charge of selling my company's fixed income alternative investment. It is quite a good product, and has returned over 9% over the last 5 years with low risk. I am trying to find RIAs and other consultants who will take a pitch from me, to direct their clients/foundations, etc. Any ideas how to break through to this market? It depends on what you're looking for. Most RIAs have a research department who vets the managers who are put on the platform, though many can use an investment manager on a dual contract basis. Your best bet is probably to get to know a financial adviser who works for one of the major wirehouses and see if they would be willing to put their clients in your product on a dual contract basis. They also would probably be able to forward your contact information to their research department so the reseach analysts could perform due diligence on your firm. |
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