The Advisor’s Edge Podcast

As alternative investments continue to move from the margins to the core of client portfolios, advisors face a challenge: how to access private markets at scale without adding operational burden. In this episode of The Advisor’s Edge, David Pappalardo and Peter Sullivan of Segal Marco Advisors sit down with Chris Nero, founder of Bridgeport Technology, to discuss:

Investment managers looking to participate in the institutional consultant due diligence process face several challenges. Depending on whether their focus is on institutional consulting or private wealth management, they can find different hurdles along the way.

This discussion highlights key considerations for managers seeking approval and distribution in both consulting and private wealth. We cover the ways institutional managers benefit from their scale and established processes, while successful private-wealth-focused managers have a deep understanding of the advisor market and maintain frequent, flexible communications suited to intermediaries. Preparation, awareness of a consultant’s processes and competitive fee structures can help boost a manager’s standing with both institutional and private wealth consultants.

This is the podcast that all financial intermediaries should be listening to.

In our kickoff episode, we introduce you to Segal Marco Advisors’ Advisor Solutions Group. We’ll share background about our unique qualifications and experience, describe the services we provide, and talk about the types of clients we work with — and how we work with them. We’ll also discuss the reasons why clients engage us: from helping them differentiate themselves in a competitive market, to showing them how to attract and retain clients.