Comprehensive Sales & Business Development Services

Whether for traditional or alternative asset managers, AFP offers comprehensive sales and business development solutions to help grow our clients' business.
For Traditional Asset Managers

Business Development Services

AFP will work on our clients behalf to add their funds to the major broker dealer platforms and banks, managing and/or assisting on:

  • Fee negotiations
  • Sales agreements
  • Operations Issues
  • Introduction and promotion of product range to sales management
  • Provide ongoing support as your key account representative in the Americas.
  • Provide marketing material support and web/digital services

Sales Support Services

AFP will provide sales coverage throughout the Americas, via the broker-dealer and registered independent advisors (RIA) channels. Services include:

  • Pre-marketing funds by contacting senior advisors and sales managers
  • Schedule, participate and follow up on, introductory rollout
  • Perform quarterly walk-throughs, keeping our clients and their products in front of the advisors we work with
  • Schedule and participate in manager meetings two to three times a year
  • Regularly distribute marketing material and provide internal sales support
For Alternative Asset Managers

Business Development & Sales Services

AFP will work on our clients’ behalf to introduce their funds to the offshore family office and registered independent advisors (RIA) networks within the Americas.
Services include:

  • Comparative performance analysis & product positioning
  • Focus on family offices in New York, Miami, and Brazil
  • Contact target prospects distribute presentations and other fund literature
  • Schedule and participate in manager meetings two to three times a year
  • Follow up with all interested parties
  • Ongoing client interaction and relationship management
Home