Gar Wood Securities leverages its relationships with proven third party marketers who provide fund clients access to a broad range of institutional and high net worth investors. The capital introduction team and our trusted independent third party marketers work together to:

  • Increase assets under management
  • Diversify the investor base
  • Act as a liaison between the client’s fund and its investors

In developing the most effective asset raising program, we begin with a marketing analysis where we:

  • Review and comment on the due diligence questionnaire
  • Monitors historical and current performance data
  • Meet with the investment team
  • Perform complete background and reference checks
  • Review current marketing documents to assist in the creation of compelling, targeted marketing materials
  • Identify prospective investors
  • Organize and attend client meetings
  • Distribute monthly performance information and newsletters