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Council Crest Capital works with asset managers to simplify their marketing message, target long-term clients, and connect them with interested prospects.

Council Crest Capital works with managers to identify and execute marketing efforts that will have the highest return on investment. Strategies should evolve with growth, just as investment strategies adapt to market conditions. Council Crest Capital works with managers to distill their pitch, identify and target potential investors, and communicate their value proposition. We help managers accelerate the investment process and secure long-term clients, saving on acquisition expense. Council Crest Capital’s structure is manager-friendly, not commission based. We are not a third party marketing firm, but assist managers in securing investors, creating their message, and forging client relationships.

We help investment managers clearly distill their investment philosophy into a unique value proposition for potential investors. An easy to understand, well articulated investment strategy allows investors to determine quickly if a strategy is of interest, reducing strategy review time and increasing allocator conviction and assets invested. Strategies that are difficult to understand are easy to skip over, particular with thousands of investment strategies available.

 Past clients range from decades old multi-billion dollar, multi-strategy firms to pre-launch firms. The common thread among our clients is that they all have a desire to grow and increase their value to, and relationship with, their clients.