AUM Growth Post Advisory Group manages over $15 billion in assets, with a multi-strategy, value-oriented approach focused on global high yield and senior loans. This suggests opportunities to cross-sell enhancements in credit research platforms, risk analytics, or client reporting services to support their sophisticated portfolio management.

Institutional Focus Primary client base consists of institutional investors such as corporate and government pension funds, insurance companies, sovereign wealth funds, foundations, and endowments. This signals potential to engage with consulting and advisory partnerships, as well as solutions tailored for fund governance, compliance, and large-scale onboarding.

Research-Driven The firm emphasizes rigorous bottom-up credit research with macro and technical overlays for risk management. Opportunities exist to offer advanced research tooling, data feeds, or analytics platforms that enhance portfolio construction, scenario analysis, and downside protection screening.

Leadership and Talent Key hires and leadership changes in portfolio management and sales indicate ongoing growth and strategic focus. A sales approach could highlight enterprise-grade CRM, recruitment-focused training packages, or executive-level relationship management tools to support expansion and family office or multi-manager relationships.

Tech & Security The tech stack includes cloud and security-oriented solutions (HSTS, Mimecast, Salesforce, Google services). This presents an avenue to discuss scalable, secure onboarding, client portal integrations, and data security assessments that align with institutional risk tolerance and regulatory expectations.