Distribution Services

Most boutique investment managers have a distribution problem, not a performance problem. We find what’s blocking growth, build a plan, and help carry it out. We focus where we know the people: independent RIAs, broker-dealer networks, family offices, and the platforms that serve them.

How We Work: Distribution Strategy Before Execution

We start with an honest look at what’s holding you back. Is it positioning? Channel focus? Content? Outreach? Platform access? Then we build the plan, before any tactics. That plan decides everything after: what gets built, who builds it, and how it fits together.

Coordinated Execution on Three Tracks

Once the plan is set, we work on three tracks at once. First, your own team: we help them set priorities, stay on message, and move faster. Second, outside specialists such as writers, designers, digital strategists, and compliance consultants, for work your team doesn’t have time to do. Third, we support the relationship and positioning work behind these introductions; all securities-related activity, including any brokerage or placement, is conducted through Investment Planners, Inc., member FINRA/SIPC, subject to its approval and supervision.

Intermediary Distribution

We focus on independent RIAs, family offices, and select broker-dealer networks. We keep up relationships with advisors on the major custodial platforms, including Fidelity Institutional, Schwab Advisor Services, and Pershing. We help managers earn shelf space with the intermediaries most likely to recommend their strategies, and we support those relationships from introduction through due diligence and beyond.

Family Office & RIA Relationships

Single-family offices and sophisticated RIAs are some of the most demanding investors in the intermediary channel. They judge managers on depth of conviction, clear communication, and how the relationship holds up over time. So we deal with them personally, and we make sure your story comes across the same way every time.

ETF & Fund Launch

Launching an actively managed ETF? We support the whole process: positioning, choosing service providers, platform access, compliance coordination, and early distribution. We’ve worked through ETF launches in the intermediary market before, and we know what a new fund needs to gain traction with advisors and RIAs.

Planning a launch? Start with our ETF Launch Checklist for Boutique Investment Managers.

Strategic Marketing & Content

Marketing works when it is consistent, compliant, and useful to the people you want to reach. We guide your content and digital strategy, from written pieces to video, podcasts, and collateral, and tie it together across your website, CRM, email, and social channels. Your team, our partners, or both may do the work. Either way, the voice stays the same.

Ready to talk through your distribution challenge? Get in touch.