Access Services

Active Distribution

After the launch of their mutual fund, many of our consulting clients extend the relationship to include active distribution. This is Access Distribution Partners’ core competency – raising assets!

Distribution services include:

  • Mass marketing of mutual funds through targeted call/email programs.
  • Face to face meetings with research analysts and financial advisors.
  • Client service to investors.
  • Goal is to have seamless integration with our investment managers so Access Distribution acts like their internal sales force.

Consulting Services

In recent years there has been a large shift in demand for liquid alternative investments. To meet this demand, many hedge funds and other alternative managers are seeking to launch mutual funds. Access Distribution, which is solely focused on liquid alternative/nontraditional mutual funds, can guide firms through the mutual fund launch process.

Consulting services include:

  • Selection of a series trust.
  • Creation of a business plan.
  • Recommendation for mutual fund design including expenses and benchmark selection.
  • Marketing plan.