Investor Advisory

Guiding Sophisticated Investors on Their Marketing Strategy

The investor community has undergone significant change and traditionally separated groups have begun to assume new responsibilities and target new audiences. Investment consultants have developed products while Fund of Funds offer advisory services. We expect the pace of this change to continue…and accelerate.

Castle Hill works with sophisticated institutional allocators to help them think about their existing “solution suite” and how to offer their solutions to new audiences. While they focus on their investment process, we assist with the articulation of the investment strategy and establishing their go-to market strategy.

Engagements have included:

  • Creation of all marketing materials
  • Articulation and validation of the investment process
  • Client management protocols
  • Pipeline creation and management
  • Governance principles and methodologies

With a strong foundation of product knowledge, our firm’s positioning – balanced between the investor and the manager – to advise our investor clients on how best to approach their marketing efforts.

Copyright © Castle Hill Capital Partners, Inc. ("CHCP"), is a registered broker dealer with the Securities and Exchange Commission (SEC), and a member of the Financial Industry Regulatory Authority (FINRA). Disclaimer.