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Friday, July 23, 2010
NAVCAP Secures a Marketing Services Agreement with Intrepid Capital PartnersNAVCAP is excited to announce our distribution agreement with Intrepid Capital Partners.
Why
Intrepid Capital Partners... because they are
Disciplined.Opportunistic.Proven process.Dedicated to a disciplined,
constant pursuit of value, we rely on our time-tested proprietary private market valuation techniques to find opportunities
with the potential for attractive risk-adjusted, absolute returns. Contrarian in nature.We pride ourselves on independent thinking. We're discerning, deliberate and disciplined. Intrepid Funds' portfolios
are filled with our best ideas to provide potential value to our shareholders. the
constant pursuit of value
2:44 pm edt
Monday, July 19, 2010
New Managing Partners - NAVCAP® is growing!NAVCAP® is excited
to announce Robert Markovich (Ohio), Alex Fordelis (Carolinas), and Rich Kash (Texas) joined our growing company as Managing
Partners.
Bob, Rich, and Alex bring strong leadership skills, meaningful relationships, industry expertise, and
proven track record of success to our organization. NAVCAP® is committed to a veteran Specialist model driving sales, marketing, and active distribution.
NAVCAP® is focused on
delivering new assets for our clients utilizing Intelligent Distribution® - a consultative process of experience-driven advice
and guidance.
9:41 am edt
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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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