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Tuesday, September 29, 2009
Why NAVCAP™? Outsourcing distribution to a third party marketing firm like NAVCAP™ makes perfect
sense. Building a wholesale organization from the ground up, finding the right talent, motivating and compensating the investment
wholesalers, and generating results is expensive and foreign to most asset managers... not to mention a huge distraction.
How do you find the right professionals who are highly specialized, with existing relationships, with the right pedigree, and savvy enough to
work as intermediaries in distributing your asset management disciplines? With profit margins contracting at many firms, adding
more fixed costs is unthinkable...yet how do you generate sales or additional assets to manage? NAVCAP™
could be the solution. NAVCAP™ is comprised of a highly specialized group of industry veterans with domain expertise,
industry knowledge, meaningful relationships, licensing and credentials, and proven track records of success.
NAVCAP™ shifts new asset acquisition from a fixed cost structure to a variable cost structure.
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The NAVCAP® | NAV Capital Partners, LLC Team
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S. CA, S. NV, UT, HA, AZ, NM |
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Manager Search & Selection |
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N. CA, N. NV, OR, WA, AK, MT, WY |
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Sales Training, Fixed Income, and UITs |
NJ, E. PA, NY, MA, NH, VT, DE, RI, CT |
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NAVCAP® is a third party marketing company focused on sales,
marketing, and active distribution for Unique & Boutique™ high quality
asset managers and other related firms. We help investment companies and asset managers NAVigate successfully in the retail
marketplace. We specialize in the distribution of open-end mutual funds, closed-end mutual funds, private equity, hedge funds,
exchange traded funds (ETFs), unit investment trusts (UITs), and separately managed accounts (SMA). NAVCAP® is a group of seasoned specialists in
the financial services industry with deep experience, domain expertise, and meaningful relationships.
< Link to NAVCAP Word Press Blog.
Separately Managed Accounts (SMA)- Investopedia Definition
Private Placement (PPM) Defined by Wikipedia
Accredited Investor (AI) Defined by Wikipedia
What is a Qualified Person or Purchaser (QP)?
Why NAVCAP®? Outsourcing distribution to a third
party marketing firm like NAVCAP®
makes perfect sense. Building a wholesale organization from the ground up, finding the right talent, motivating and compensating
the investment wholesalers, and generating results is expensive and foreign to most asset managers... not to mention a huge
distraction. How do you find the right professionals who are highly specialized, with existing relationships, with the
right pedigree, and savvy enough to work as intermediaries in distributing your asset management disciplines?
With profit margins contracting at many firms, adding more fixed costs is unthinkable...yet how do you generate
sales or additional assets to manage? NAVCAP® could be the solution. NAVCAP® is comprised of a highly specialized group of industry veterans with domain expertise, industry
knowledge, meaningful relationships, licensing and credentials, and proven track records of success. NAVCAP® shifts new asset acquisition
from a fixed cost structure to a variable cost structure.
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