Clientele focus Target high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Explore partnerships with broker-dealers and RIAs who serve UHNW clients to expand distribution and assets under management.

ESG leadership Leverage their engagement in ESG through fixed income portfolios and partnerships with Greenwich Associates to position services around responsible investing and ESG integration, offering enhanced research, data, and attribution tools for institutional clients.

Leadership transitions Prepare for the leadership change with the president transitioning to executive chair by mid-2024. Propose advisory, interim CIO or governance services, and continuity-focused communication packages for clients seeking stability during leadership shifts.

Growth partnerships Capitalize on past collaborations with UNCF, Harrington Cooper LLP, Girls Who Invest, and Greenwich Associates by offering scaled programs in diversity, inclusion, and research collaborations as a value-add for client stewardship and brand differentiation.

Technology enablement Identify opportunities to modernize client experience and marketing analytics using their current tech stack signals (Google Analytics, On-site UI tools, and tracking). Propose data-driven marketing, CRM automation, and digital onboarding enhancements to attract and convert institutional prospects.