Premier Investments is an independent investment distribution firm (many times called third party marketing or placement agent) that matches compelling funds with prospective allocators. The Premier team members are not just fund salespeople, they are investment distribution experts with experience at some of the leading investment firms in the country. We partner with our clients to help make their funds successful and allocators to introduce interesting funds in asset classes that might be of interest.

Premier introduces to institutions and financial advisors some of the most interesting investment strategies available in the marketplace today. It is our goal to offer differentiated funds in categories we believe thoughtful allocators might be considering. All of our strategies have provided competitive returns over the long term, offer reasonable fees and experienced management that have shown significant commitment to the long term success of the fund. The funds we represent are not mega funds so they have the ability to be nimble in their markets and offer capacity. Importantly, some researchers have found an inverse correlation between fund size and future performance.

There are over 3200 ETFs, 7000 mutual funds and over 20,000 private funds in the United States, many are brought to market by “fund factories” (you know the names). Many of these large firms focused on asset gathering are not interested in strategies that have limited capacity. Premier focuses on asset managers that will limit the size of their funds as size is many times the enemy of performance. These types of firms typically do not have their own large salesforce so we help them tell their story. Likewise, we help allocators sort through the thousands of funds available and bring them unique funds that can help them meet their investment goals, managers that exhibit independent thinking and responsive client service.

Call: (952) 214-0899

Premier Investments will only work with experienced salespeople with a solid history of high integrity selling.  We understand that the days of funds being sold based on sales contests, tickets, entertainment, etc. are (thankfully) coming to a close.  We sell on the merits of the fund and how it might help investors so we are very careful on choosing our fund partners.  If you are a money management firm with a great story, let us help you tell it to potential investors.

Our salespeople understand how to provide the information an allocator needs to select a fund and how the fund can potentially help their clients. We help allocators help their clients. This we believe is the key to a long term relationship with our fund partners and allocator clients, something we strive for every time we initiate  a conversation.

We offer a wide range of services as part of fund partner relationship, which will be formalized in our agreement:

• Direct calling on allocators across the country using our proprietary database
• While ancillary marketing services can be helpful, direct calling on allocators is paramount in gaining new assets for a fund
• Key Account coverage from someone experienced working with due diligence teams and a history of successfully navigating strategies through the process
• Branding review if needed
• Review of marketing materials and website
• Review of RFP database if needed
• Review of past sales campaigns
• Work with existing marketing personnel and portfolio managers on how to best communicate differentiators
• Develop fund marketing materials for Premier Investments to use and have our broker/dealer review for compliance
• Compliance oversight of sales activities regarding funds sold
• Ensure consistent and desired messages are incorporated into selling
• Reports summarizing sales activities, feedback received on strategies, market opportunities, etc. as requested
• Introduction of fund personnel to clients as appropriate
• Webinars
• Assistance with whitepapers
• Conference support with representatives onsite
• Vendor management assistance