Institutional Relationships Results

 Our focus is to understand our clients strengths and weakness in the institutional market place. We undertake extensive due diligence to gain a complete understanding of the fund and to ensure their ability to raise capital. Once the firm becomes a client, we work closely with the institutional team to structure, develop, and package a marketing and execution strategy. We listen to the market and customize each strategy that will optimize our approach to raising capital. We prepare and position each client to clearly articulate their strategy and impart a clear understanding of their approach and its fit within the plan sponsors objective of superior investment performance. From the initial prospective opportunity through the closing, our process is defined by our constant partner input and client support.  

 
With the shared goal of raising assets, we collaborate with our clients through a comprehensive process. Aureus Partners defines the opportunities best suited for a particular firm and develops strategies to approach these opportunities.  From the renovation of marketing materials and introductory meetings, to RFPs and final presentations, Aurues provides guidance, expertise, and support until the deal is closed. After the business is won, and throughout the length of the relationship, Aureus Partners continues to facilitate the communication between the asset manager and institutional investor.