Services for Strategic Asset Growth

Quincy Capital Partners, LLC offers a complementary, non-competing suite of investment solutions.

Independent wholesaling

In the fund world you cannot know everyone. As such, a mainstay of our business connects fund opportunities with interested capital sources. We know what Advisors want when it comes to investment vehicles and business partners. And we know what opportunities show the best prospects for success.

Advisory services

Empowered by Quincy’s core values and its deep knowledge of how to cohesively incorporate new solutions into existing portfolios, our Independent Distribution Consultants help advisors increase their productivity and manage new client acquisition. The end result is to achieve a higher retention rate and generate additional revenue streams.

Service objectives:

  • Accelerate growth
  • Create a disciplined, enlightened and streamlined experience for clients
  • Maximize revenues
  • Diversify income streams

IT’S ABOUT YOUR SUCCESS

Our commitment to independence and objectivity empowers our firm to create unbiased solutions that are based on our partners’ goals. We give them cost-effective choices and customized resources. Our Independent Distribution Consultants help advisors increase their productivity, manage their practice, and accelerate client acquisition.

Our goal: To leverage our extensive industry relationships to create synergies with Advisors and asset management firms. Quincy’s focused distribution approach combines asset management capabilities, independent wholesalers, key account services and other partners seamlessly.

EXPERIENCE OUR SCALABLE, SUSTAINABLE AND CUSTOMIZED ROLL-OUT SYSTEM FOR YOURSELF

We are affiliated with a network of leading financial services providers, with established independent broker-dealers and Registered Investment Advisors. We are also well-aligned with many of the nation’s leading financial advisors.

We are committed to a product menu that is a complementary, non-competitive suite of investment solutions. We provide solutions based on asset manager needs and assist in the sales execution process.

We will build capacity as we extend our reach to achieve a national footprint. We will manage our growth through pre-defined phases so we will grow with structure and revenue focus.

New asset managers can take advantage of our 4 X 4 X 4 X 4 % Distribution Strategy.

4 Solutions marketed 4 Ways over 4 Touch-points in 4 months to garner 4% share

Enlightened Distribution: Structured and Scientific