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Client Success Portfolio Manager

Alpha Partners is a research and marketing communications firm dedicated to working with investment managers. Our goal is to contribute to alpha (excess returns) by supporting new business development and client retention. We offer three primary capabilities: 1. Presentation Strategy & Coaching 2. Market Research 3. Positioning Strategy & Marketing Communications HOW DOES ALPHA PARTNERS STAND OUT RELATIVE TO COMPETITORS? For starters, we don't answer this question based on how we think we stand out. There is no element of conjecture or take-it-on-faith in our response. Our answer is based on candid client feedback, gathered regularly through surveys conducted by an unbiased third party. Our clients cite the following characteristics as competitive strengths: In-depth knowledge of the investment business Skill in competitive differentiation (based on our knowledge of the business) The ability to shape content while sharpening delivery The thorough, customized detail with which we present written recommendations AREAS OF INVESTMENT MARKETING EXPERTISE

Alpha Partners

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Client Success Portfolio Manager