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Primary
Structure of Service:
- Development
of Marketing Focus
- Consultant / Plan Sponsor Introductions
- On-Going “Intelligence Gathering” Conversations
- Consultant / Plan Sponsor Introductions
- On-Going “Intelligence Gathering” Conversations
-
Initial
Questionnaires (Consultant / Data Distribution Services)
- Quarterly Database Updates
- Specific Requests for Proposals (RFP's)
- GIPS® Presentation & Compliance Documentation
- Quarterly Database Updates
- Specific Requests for Proposals (RFP's)
- GIPS® Presentation & Compliance Documentation
-
Development of Institutional Marketing Brochure
-
Quarterly NOW Reports
-
Customized Client Reporting Servicing
The
above services are bundled for a select few, high quality investment firms.
In specific, limited cases, these services can be unbundled to provide
marketing solutions to smaller start-up firms or assistance to established
investment organizations.
Schmetter & Associates LLC
is an investment adviser firm
registered / licensed in the State of Colorado.
Copyright © 2018 Schmetter & Associates LLC. All Rights Reserved.
Schmetter & Associates LLC . 6490 Crestbrook Drive . Morrison, Colorado
80465
Phone 303.697.7300 . Fax 303.697.7505