Our Approach

Albright Advisory takes a holistic approach to the capital-raising process. More than a Rolodex, we seek to provide our clients with all the elements they need to effectively engage institutional allocators. For some managers, positioning and messaging may be vital elements, while for others, it may be about finding investors that see things as they do. It is often said that sales is a numbers game. While this is a truism in institutional marketing, more critical is knowing whom to engage and how to communicate your value proposition.

Executing our approach involves a disciplined and tested process. One that begins with understanding the manager and why they do what they do.

Assessing the manager's current position and messaging, finding areas for improvement: is it easily understood, what are common objections, are examples or case studies needed, can data be used to support the manager's thesis?

Step 3

Assessing the competitive landscape: who are the manager's competitors, how are they positioned, what is their message, how does performance compare, how do fees compare?

Step 4

Enhancing/refining the message and developing materials that differentiate the firm, articulate their value add, and explain the strategy's performance profile.

Step 5

Executing a campaign that targets investors and consultants we believe would be interested in the strategy and the firm.

It is the entirety of this approach and the experience we bring to the process that allows us to actively and effectively engage institutional investors on behalf of our clients.