Foreside // Investment Company Services // Fund Marketing and Wholesaling

Foreside Advisory Network (a division of Foreside Fund Services, LLC)

Through Foreside Advisory Network ("FAN"), we provide cost efficient, focused and next generation distribution services for open- and closed-end funds, exchange-traded funds and private placements with the following objectives:

  • Target professional buyers such as broker-dealer due diligence teams, pension consultants, defined contribution investment-only platforms, sub-advised opportunities, high-value registered investment advisers and separately managed account platforms.
  • Apply sophisticated sales strategies and product positioning to differentiate funds and gain access to rapidly growing platform opportunities. FAN will provide candid, actionable advice to transition the sales process to align with evolving manager due diligence criteria.
  • Prepare customized research to assist with market positioning and design effective distribution strategies.
  • Market funds to financial intermediaries utilizing written, electronic or telephonic communication with a view to providing information regarding, and increasing the financial intermediaries' awareness of the funds with the goal of having the financial intermediary execute purchases in the funds' shares on behalf of their customers.

FAN specializes in the rapid deployment of an experienced sales team. FAN will work with the fund sponsor to construct a long-term plan to raise assets.

Leadership

For more information and an introduction to experienced professionals who can help you, please contact: David Whitaker, Chief Operating Officer, Foreside Financial Group, LLC. Also, see Foreside Advisory Network's News Announcements

David Whitaker vCard DAVID WHITAKER
Chief Operating Officer, Foreside Financial Group, LLC

News

Sep 30 2009

Foreside is pleased to announce Susan Mosher has joined Foreside as President of Foreside Alternative Investment Services ("FAIS"). more

Sep 25 2009

Foreside is pleased to expand its current relationship with Turner Investment Partners. more

Sep 21 2009

Foreside is pleased to expand its current relationship with Bridgeway Capital Management, Inc. more

Sep 15 2009

Foreside welcomes Ardmore Investment Partners LLC as a new client to our firm. more

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Success Stories

Read about the successful experiences that our clients have had with our services.