Who’s Right for Quincy Capital?


Investment Management Do you have a winning investment strategy that deserves broader distribution? If you are an independent asset manager who is looking for a distribution partner, we can create a flexible and versatile business plan for you. Implementing the plan with a distribution strategy that works best for your organization and resources.

RIAs & Advisors Do you want to generate more revenue from new sources? If your firm is looking to enter the intermediary space, bolting on a nationwide network or wholesaler sharing offers another way to broaden your capabilities.

Key Accounts & Relationship Management Gaining access to platforms is critical for success. Quincy Capital has built relationships with key gatekeepers to not only get your product noticed and accepted, but position your brand more prominently with those that count.

Two distinct asset manager segments can benefit from Quincy Capital Partners

For Growth Strategies and Wholesaler Sharing

  • Emerging Managers: $50 million to $2 billion
  • Mid-Market Managers: $2 Billion to $10 Billion

For Business Development and Coaching

  • Large-Market Managers: $10 Billion to $ 30 Billion
  • Mega Managers: $30 billion-plus

From idea to delivery, Quincy answers your distribution questions:

  • Serves as best practices resource for strategic insights and leadership pertaining to investment distribution
  • Deploys independent wholesalers to support sales efforts through a nationwide network
  • Coordinates or creates a diversified distribution strategy that focuses on growing and retaining AUM
  • Monitors and measures results; recommends adjustments to distribution strategy

Let Quincy Capital Show You How to Optimize and Evolve Your Brand with our Creative Resources

Quincy Capital Partners has the resources to add breadth and depth to your current marketing strategy.

If you don’t have a marketing strategy, we will help you build and implement upon engagement.