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Integrity, Trust, Quality: These three characteristics are essential to the long-term success of a financial services marketing firm.
At Perkins Fund Marketing, we believe in providing the highest level of
marketing services while limiting potential conflicts of
interest. We choose our business partners carefully. Establishing
the following guidelines has helped us meet managers' needs and build
a foundation for long-term relationships:
- We do not simultaneously market multiple managers with substantially similar strategies.
- We limit the number of funds we represent at any given time.
- We seek to represent managers that meet the needs of our investor contacts.
This philosophy steers our firm toward very specific objectives with
regard to gathering and communicating information. Because we
seek to thoroughly understand each fund we market, we limit the number
of funds we actively represent. This allows us to make more
effective use of
our managers' and investor contacts' time. Each of our
professionals is
responsible for developing a comprehensive knowledge of the funds we
represent and for facilitating the dissemination of clear, timely, and
detailed information on each fund and its performance to our
investor contacts.
Our method of selecting and working with fund managers, is intended to ensure proper screening of selected
funds, mutually beneficial marketing strategies, effective three-way
interaction with fund managers and investor contacts, and an ongoing relationship with investor contacts.
Strict adherence to our guidelines ensures that the intention and
realization of our philosophy remain intact.
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