Marketing & Sales: Strategic Planning

Strategic Planning  |   Marketing Materials  |   Prospect Identification  |   Coaching  |   Investor Relations

Successful marketing requires an organized and comprehensive effort that is carefully targeted to the proper audience. At Spectrum, we start by developing a strategic marketing plan tailored to the characteristics of each manager's program. We review the trading strategy, track record, performance characteristics and other features of the program to identify the appropriate target market.

Our strategic planning process may also include assistance in the development of products such as:

  • separate accounts
  • domestic or offshore funds
  • guaranteed or non-guaranteed funds
  • structured notes
  • listed funds