Having intimate knowledge of successful active management is a major benefit to our marketing approach. We understand strategies and work closely with managers to develop a carefully constructed marketing plan that highlights the skills of the manager and clearly identifies target investors.

The services we provide include:

  • Introduction and qualification of prospective institutional and high net worth investors.
  • Preparation and review of marketing presentations, performance reports and advice on offering documents.
  • Communication of the most recent marketing data with full knowledge of the details including strategy, historical performance, relative performance and a working knowledge of the organization.
  • Onsite introductions.
  • Follow up through visits and email which serve to set the stage for the investment process.
  • Ongoing support through performance updates and regular monitoring of investor expectations.
  • Economically aligned interest in our mutual success.

As the bifurcation of the investment landscape continues with the large multi-strat firms growing beyond the scale of their investment strategies and the small firms working hard to gain recognition, we provide an important service to smaller firms seeking to reach critical mass by allowing them to outsource investor prospecting. We believe investors should have as many alternatives as possible and that the innovation of markets is only limited by the creativity of investment managers. Equus Financial Consulting has the right vision to find the capital needed for emerging managers to thrive as well as the professional experience and background to engage the top investors of our day.