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Welcome
to Greg Reid Associates, Inc.
Welcome!
Please explore our Website, and let us know what you think. Thank
you for stopping by.
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 $11 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:
To aid our clients,
we will:
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Develop
and distribute the associated marketing materials which support
the Marketing Plan |
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Introduce
you and your product to appropriate Consultants |
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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 150
consulting firms.
Our monthly
objective is to contact, by phone or in person, approximately 200
of these prospects and/or consultants on behalf of 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:
Do-It-Yourself or Outsource?
From a financial perspective, creating a marketing and administrative
team, including all related travel and other expenses, could easily
top several hundred thousand dollars. GRA charges an annual retainer
fee which includes all of our expenses and a percentage of
management fee on closed new business. A manager could not begin
to compete with that cost, starting from scratch.
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Clients
& Products |
| Greg
Reid Associates, Inc. currently provides marketing services
to select investment advisory firms offering the following
products: |
| International
Equity - Jarislowsky Fraser Limited provides
a blue chip growth approach to international equity management
which features steady growth and low turnover. |
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Large Cap Durable Growth
Equity -Maritime Investment Management Inc. offers a
large cap growth equity approach focusing on long-term
investing, utilizing unbiased research from its offices in
Halifax Nova Scotia. |
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Small Cap
Equity -Van Berkom and Associates, Inc. offers a small cap equity approach focusing on high
quality, well managed, growing companies purchased at
reasonable prices. |
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SmallCap
Growth Equity -MindShare Capital Management, LLC offers a small cap
growth equity approach focusing on rapidly growing
companies with high quality earnings and sustainable
growth. |
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