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.
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Client retention efforts start with targeting stable allocators who may take time to complete their selection process but provide high-quality, committed capital.
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We continue to nurture the relationship over time by providing a high-touch client experience.
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We gain a clear understanding of the biases and preferences of our allocator relationships.
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By interacting directly with clients and providing ample transparency through reports and letters, our managers tend to create stronger bonds with their investors.