IPA Vision 2018 Presentation Download

IPA Vision 2018 Presentation Download

Thank you for attending IPA Vision, this past September 2018. To download the presentation "How to Sell to RIAs", please CLICK HERE.

Investment Sponsor Capital Markets Consulting

For investment sponsors, raising capital through hybrid and fee-only RIAs can be a daunting task; as anyone involved in capital markets will tell you – working with independent broker-dealers is NOT the same as working with RIAs.

Aliso Solutions can help streamline the process of distributing through fee-only intermediaries by creating a distribution road map that includes key components, such as:

  • Client Profile Analysis

  • Sponsor Messaging

  • RIA Due Diligence

  • RIA Marketing

  • National Accounts and Wholesaling Training

  • Transactional Support

  • Assistance with Data Issues

  • Assistance with Back Office Issues

 

It should be noted that Aliso Advisors is not an outsourced national accounts or wholesaling team. We're happy to introduce you to our sister company, LINK Portfolio Alternatives. For more information about LINK Portfolio Alternatives' capital markets solutions, please visit www.linkalts.com.

Need more details? Contact us

We are here to assist. Contact us by phone or email.

 

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