Overview
Craig Kirkpatrick, CEO
An advisor’s trust is earned through investment expertise, thoughtful perspective, and candid and timely communication with an utmost importance on developing and maintaining meaningful relationships.
The alternative investment area presents wonderful opportunities and challenging market environments for advisors. The tenets listed above are critical regardless of the market cycle.
I work with a select list of asset management companies and their corresponding alternative investment strategies to provide financial advisors with options to diversify clients’ portfolios. By providing these strategies I work to honor the advisor-client relationship.
Today, I work with asset management firms to provide financial advisors and their clients access to alternative investment solutions.
Marketing
I help companies get to the point. What is the story? What is the message? What is the right collateral to deliver this message? What are proper return expectations for your products? What are your funds or firm’s true competitive advantage?
I help firms work with internal portfolio management, marketing, and sales teams to unite around a concise message and communicate more clearly. This strengthens the firm’s relationship with the financial advisor and their clients.
Business Growth and Development
Capital raising for investment funds through the financial planning community has changed. The 75 largest fund companies now control 97% of the assets according to Morningstar while at the same time the outsourced CIO model has flourished in recent years. It has become difficult to raise capital and introduce new investment products for many asset management companies unless there is an existing long standing relationship in place with an advisor.
Leveraging a financial capital raising professional with long established advisor relationships can augment a firms business development effort.
Working with a select list of financial advisors that I have worked with directly for decades, Orinda can assist in raising capital for a firm’s investment products.
Strategic Planning
I co-founded two asset management companies and understand the challenge of building, operating, and growing an alternative investment firm. I bring insights to help firms navigate the future with product construction, distribution channel perspective as well as growth strategies for sales and marketing teams.
