Financial Services - San Clemente, California, United States
A Registered Introducing Broker, HOLSON assists High Net Worth Investors, Institutions and Family Offices with the process of navigating the Alternatives and Managed Futures space, specializing in CTA and Manager due diligence and the creation of multi-manager portfolios and capital introduction to vetted Alternatives products.We are also Marketing Consultants for Institutional-Grade Emerging CTAs and Funds, laying the groundwork for the sales and marketing of your product. HOLSON takes the lead on institutional fund/capital raising and capital introduction through our vetted network of global partners. HOLSON creates content and design for institutional-grade marketing materials, DDQs and other due diligence materials. In addition, we implement inbound and outbound marketing, SEO/SEM and assist with website design and content. Our goal is to create an organic sales and marketing organization driven by technology, while fine tuning all social media outlets in a compliant manner and connecting you to the appropriate investor base for your SMA or Fund product.
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