“Maximizing human, technological and financial capital with a comprehensive strategy that highlights and codifies your unique competitive advantage are critical factors in growing assets under management and driving profitability for a firm.”
Richard Yates, Esq. CCO & Chief Legal Counsel
Reach and Impact
Through our extensive and broad reach in the industry and using industry leading analytics and predictive modeling, M3Sixty has a unique perspective into current and future allocations from institutional allocators.
Marketing Expertise & Execution
With over two decades of experience, the sales and marketing team at M3Sixty has developed deep and valued relationships across multiple platforms and channels including, independent RIA’s, consultants, single/multi-family offices and institutional allocators. Our team has raised over $15 billion in net new dollars for both traditional and alternative investment managers.
Extensive Manager Due Diligence
We represent a select number of complementary asset managers and take great pride in selecting the products that we represent. All of our partners possess a proven track record, a commitment to supporting overall growth, putting the investor first and an aligned ownership and co-investment philosophy.
Comprehensive Support
Comprehensive support services at M3Sixty include developing marketing materials, media relations, sales force automation, new product structure and launch and social media/email sales campaigns. Additional services available include RFP responses, conferences attendance and CRM implementation and customization.