Active Distribution

Vigilant's Active Distribution and Platform Support Services

Vigilant provides a sales solution for Boutique Asset Managers through our Active Distribution platform and our network of independent wholesalers.   Complementing this offering is our Platform Support Services, which helps clients navigate platform availability, understand their competitive position relative to peers, and create targeted marketing collateral and campaigns.  Together our services provide a complete distribution package that allow Managers and Product Sponsors to meet their sales targets and solidify relationships with investors and their Financial Advisors.  Vigilant’s offerings are customizable, scalable, and cost-effective. Our staff understands the challenges of building a successful sales and marketing effort and we are here to help!

The single biggest obstacle faced by Boutique Asset Managers today is how to develop an effective distribution strategy. History shows that some of the most successful efforts are the result of a marriage between sales and marketing. In addition, successful efforts provide Financial Advisors a more efficient way to service their clients.

Here at Vigilant, we utilize our team’s deep and robust experience to tailor a strategy incorporating both sales and marketing which will help Boutique Asset Managers cater to the needs of Financial Advisors. We work together with our clients in a collaborative manner to provide Advisors with the tools they need to succeed with their clients.

What Financial Advisors and RIAs want:

  • Quality investment products that provide improved client outcomes
  • Unique and emerging investment strategies
  •  Product insights and updates
  • Impactful content via the firm’s website, social media, and email campaigns
  • Consultative relationship with Asset Managers and Distributors
  • Wholesalers whose goals are aligned with those of an Advisor
  • Client support

Vigilant’s Active Distribution and Platform Support Services were designed to work a variety of investment vehicles including ETFs, Mutual Funds, SMAs or LPs. Our offerings are affordable and include an incentive-based component which helps to align our goals with yours! Why not establish a strategic partnership with Firm that operates as an extension of your team, and always has your best interests and growth at hand?

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