South Avenue Investment Partners LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

South Avenue Investment Partners is an institutional marketing specialist representing a select list of boutique investment managers.  We have one mission - growing our client’s assets under management. Executing this mission with excellence is our single focus. Our clients have significant expertise in institutional investment management. We represent firms that have high aspirations and excellent business skills. Returns are cyclical but good business judgment is not. Our clients primarily value our fund-raising tenacity and we seek long-term relationships with our clients earned through asset raising success. 

WE WORK WITH INVESTMENT MANAGERS TO:
+ Handle consultant relations and direct sales
+ Refine the communication with target referral sources
+ Identify the drivers of returns and clarify the message and competitive edge
+ Develop a sales/marketing plan
+ Enhance presentation materials

FOR EACH CLIENT WE SEEK TO:
•	Clarify their product’s competitive edge
•	Handle all direct sales to a select list of prospects
•	Manage consultant relations
•	Grow the meeting count
•	Understand the prospect’s evaluation and hiring process
•	Motivate action items for each pipeline opportunity
•	Prepare and participate in finals
•	Improve closing skills
•	Assist in the refinement of the strategic sales plan
•	Maintain close communication with executives
•	Lead a bi-weekly sales meeting with the CEO
•	Track progress quarterly

Sign up for free to view info

Company overview Email format