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Having completed the requisite steps for the successful consideration
of candidate advisors and managers, with each new partner
Pinnacle then proceeds in a fully collaborative and focused
manner to develop the sales and marketing plan that will leverage
the effort required for an effective launch of the trading
program/fund. As the launch date nears and with the client-partner
poised for introduction, Pinnacle executes a multi-faceted
marketing approach by employing an extensive proprietary
investor database in positioning the client "story"
with the following institutional distribution channels:
- Private Pensions
- Corporate Pensions
- Public Pensions
- Single-Advisor Funds/Fund of Funds/Multi-Advisor Funds
- Hedge Funds/Fund of Funds
- Insurance Investments Administrators
- Endowments
- Family Offices
- Trusts
- Financial Services Institutions
- Prime Brokerage
- High Net Worth Investors
POSITIONING is carried out in the following manner:
I- The story is delivered directly to the targeted
prospective investor markets by way of a well planned and
monitored email campaign. Compelling sales presentations
and collateral marketing materials assist in this effort.
II- The story is also delivered via snail mail when
deemed more effective.
III- Special releases, feature articles and updates
regarding the launch are included in industry related professional
journals, newsletters and websites. These are timed to augment
the initial phase of the direct delivery of the story to
targeted investors.
IV- Direct contact via phone (with conferencing)
is employed to reach the investors that are known to be
specifically interested in allocating to strategies offered
by Pinnacle's client-partners.
V- Industry conferences, expos, seminars and association
meetings are attended to deliver the story directly to the
target investor markets in person. These venues will also
be used to facilitate one-on-one meetings, road show activities
and manager presentations.
We continually update our investor database
profiles in order to more effectively direct the advisor/manager
presentation to the relevant distribution channels. Subsequent
to the story launch, investor feedback is continually assessed
for potential working interest. When deemed appropriate, fully
disclosed and prepared marketing materials are submitted and
follow-up phone contact/conferencing is scheduled. Furthermore,
in-person 3-party meetings are coordinated for targeted investors
expressing advanced interest in the trading advisor/manager.
Pinnacle continues to inform, update, communicate and respond
to inquiries from targeted investors. These actions are coordinated
with the client partner. We develop and submit requests for
proposal and request for information at the appropriate junctures.
CLOSING OPPORTUNITIES are continually evaluated and
when appropriate, commitments from investors are sought and
each new client is managed through the due diligence and approval
process. Accounts are then opened at the requisite clearing
institutions.
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