OUr Strategy

Atlantic Financial Partners leverages it’s extensive relationships and knowledge of international distribution to help promote your funds through wire houses, RIAs, family offices, and other distribution channels in the offshore market. To do so, we take a five-stage approach to relationship-building with our clients, and to growing their brand, asset levels, and distribution capabilities in the Americas.

Stage 1:

Discovery

During the discovery stage, AFP works directly with clients to:

  • Perform an in-depth analysis of their fund range
  • Conduct comprehensive field research, to determine the "saleability" of each product
  • Complete a full Competitive Analysis to determine how their products compete in the market

Stage 2:

Planning

Once an agreement has been signed, we begin designing a roadmap by:

  • Establishing a business plan
  • Setting both short, intermediate, and long-term sales goals
  • Identifying potential investors to prospect on your behalf

Stage 3:

Execution

WE THEN WORK ON THE CLIENTS BEHALF TO BRING THEIR PRODUCT TO MARKET BY:

  • Developing a sales "pitch" and presentation
  • Scheduling in-person meetings and distributing marketing literature
  • Coordinating roadshows, attending manager meetings, and performing any other activities necessary to successfully promote their funds

Stage 4:

Support

We work to nourish and maintain relationships by:

  • Communicating product updates and distributing fund diagnostic information
  • Hosting events, educational seminars, and other "value-add" activities for clients and investors
  • Introducing and cross-selling other funds in our clients product range wherever possible

Stage 5:

Growth

As the relationship with our clients progresses, AFP will:

  • Continue to opportunistically market products in new markets
  • Work to strengthen our clients brands, increase asset levels, and introduce new products
  • If and when the time is right, provide the consulting support necessary to bring services in-house
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