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.