Greg Reid & Association Incorporated
Greg Reid & Association Incorporated
(508) 660-0044
841 Main St, #5, Walpole, MA
Welcome to Greg Reid Associates, Inc.
Greg Reid Associates, Inc. (GRA) has had a presence in the asset management arena since 1988 aiding our clients, a select group of high quality, independent investment advisory firms, in the placement of approximately $13 billion in assets.
What Do We Do?
We have been able to achieve and maintain this level of excellence through the development and refinement of a specialized approach focusing on the following key points: Seasoned Marketing Professionals
Access to Established Network
Assist/Develop Marketing Plan
Cost and Time Leveraging
Continual Communication
To aid our clients, we will: Develop/distribute marketing materials which support the Marketing Plan
Introduce you and your product to appropriate Consultants
Directly contact Prospects and Consultants on your behalf
How Do We Do It?
We canvass the institutional and high net worth markets and the manager search consultant universe for our clients. Our universe encompasses prospects, plan sponsors and approximately 250 consulting firms. Our objective is to contact, by phone or in person, these prospects and/or consultants on behalf our clients.
Based on our philosophy that contact meetings are more productive with the money manager present, we prefer the manager commit to traveling eight to ten business days per quarter for the first year of our relationship. During that first year, it is our intention that the majority of our visitations are with consultants. Over time, however, prospect contact becomes more focused and consultant contact becomes an updating process, rather than introductory.
Marketing: Why Outsource?
The fees charged by GRA include a retainer fee and commissions generated from new business. This approach provides savings to the manager and an incentive for GRA to produce. To internally employ an experienced national sales and servicing staff, the cost would be substantial.
© Copyright 2004 Greg Reid Associates, Inc. All rights reserved.
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