Launch New Products
A clear path for bringing new investment products to market.
The Proven Solution for Launching New Investment Products
An RIA offering successful US equity, global equity and energy strategies to institutional and high net worth clients was interested in expanding its product set and reach by entering the retail SMA business. The firm sought to support the new products without impacting its existing operations and trading structure.
With technology supporting multiple sponsor platforms, and extensive experience in separate accounts, Archer helped the RIA achieve a cost-effective introduction of their new SMA product line without distracting from their existing investment products and account management. Archer’s scalable solution ensured that resources would be applied as needed, supporting growth and aligning costs with success. By gaining turnkey operations and trading support for the high-volume needs related to SMA products, the RIA was free to maintain focus on generating investment results for its growing stable of offerings.
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