Client Servicing and Asset Retention
Once a prospective investor becomes a client of our manager-partner, we continue to act as their contact for information and as liaison to all other investment professionals at our partner’s firm.
- The spirit of our relationships, both with managers and allocators, is long-term.
Client retention efforts start with targeting stable allocators who may take time to complete their selection process but provide high-quality, committed capital.
We continue to nurture the relationship over time by providing a high-touch client experience.
We gain a clear understanding of the biases and preferences of our allocator relationships.
By interacting directly with clients and providing ample transparency through reports and letters, our managers tend to create stronger bonds with their investors.