Greg Reid Associates - 3rd party marketing

Welcome to Greg Reid Associates, Inc.

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Greg Reid Associates, Inc. (GRA) has been in the institutional marketplace since 1988 aiding our clients, a select group of high quality, independent investment advisory firms, in the placement of over $12 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 market and the manager search consultant universe for our clients. Our universe encompasses prospects, with assets in excess of $100 million to invest, and approximately 250 consulting firms.

Our monthly objective is to contact, by phone or in person, approximately 200 of 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.

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841 Main Street, Suite 5 Walpole, MA 02081    (508) 660-0044   fax (508) 660-0016

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