We limit our partnership efforts to just a few investment managers at any given time, allowing us to provide each client with a more robust level of support. Prior to taking a strategy out to our investor network, we work with the manager to help increase their probability of success. Our engagement spans the myriad of functions and tasks around the new business development process, not just capital introduction.

 

THIS WOULD INCLUDE:

• Assessing a strategy’s target market is a big part of our early innings work and sets us on our path from which to derive all other recommendations.
• We assist our partners in assessing their operations and infrastructure with the intention of anticipating objections and hurdles.
• We look to identify what makes a strategy unique and sets it apart from alternate choices. A manager needs to convey why their strategy is prohibitively difficult to replicate in a lower cost option.
• Our messaging then revolves around the need that the strategy meets for allocators and the attractiveness of the investment opportunity.

Securities offered through Hollister Associates, LLC. Member FINRA/SIPC. Hollister Associates, LLC and Lyndhurst Investment Partners, LLC are not affiliated through common ownership. The information and data presented on this website are from sources believed to be reliable. Their accuracy and completeness is not guaranteed and the giving of the same is not deemed a solicitation on our part with respect to the purchase or sale of any securities. This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. Information presented on this website is intended for financial advisors and institutional and accredited investors only. None of the information presented should be perceived as a solicitation to retail investors or other members of the public.