In addition to providing customized, dependable and consistent support to our clients, our seasoned investment management professionals know the market, the regulatory environment and the challenges of marketing and distribution. From execution of selling agreements to advertising review and filings, you will find them an indispensable member of your team.
Matrix 360 Distributors, our affiliated broker-dealer, is dedicated to supporting the asset gathering, marketing and distribution initiatives of our mutual fund clients as part of our full service commitment.
To meet this goal, our SEC, FINRA and state registered brokerage affiliate has put in place underwriting agreements and distribution relationships on behalf of our fund clients with a large number of brokerage firms, including some of the largest and most important mutual fund distribution platforms in the space. Additionally, we look to deliver rational marketing strategies to our clients by seeking to match the product line-up and marketing resources of our clients with distribution platforms and channels where these clients can form more meaningful distribution relationships. Brandon Byrd serves as the broker-dealers chief executive officer and Ted Akins is charged with leading the daily firm operations and has been an integral part of introducing, on-boarding and executing distribution arrangements.
Distribution Advisory Services are available as an individual service offering. M3Sixty will meet with your team to develop and enhance your existing strategy. Once we understand your needs, we will provide a comprehensive pricing model for the development of a detailed distribution and asset gathering strategy for you..
- Platform management and consulting
- Listing support
- Use of OneSource (no transaction fee) vs. transaction fee
- Education opportunities and event sponsorship
- Posting of intellectual capital
- Medallion broker
- Inbound/outbound registered call center support
- Strategy and support for your sales and marketing team
- External wholesaling relationships
- Fulfillment center