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Our Services

Third-Party Marketing

Proprietary and Dedicated Sales Force:

  • The HRC Group’s Marketing and Sales teams consist of National Accounts as well as External & Internal Sales Teams 
  • All external sales personnel are experienced, licensed, full time employees of HRC Fund Associates

Distribution Reach:

  • Our extensive relationships with platform gate-keepers has helped several of our partners obtain not only platform approval but also recommended status and platform model allocations

We Understand the Mutual Fund Sale, the FAs and the Platforms

  • We understand the hierarchies and structures from the Platform level all the way down to the Branch Office
  • With thousands of one on one meetings with Financial Advisors each year, we are constantly in touch with the demands / needs of the Financial Advisor.
  • We have diverse and versatile selling experience selling different products and investment themes: alternatives to traditional bond yield, inflation protection, non correlation, real assets, put writing, international and domestic equities, emerging markets, managed futures etc.

Proprietary and Dedicated Sales Force:

  • The HRC Group’s Marketing and Sales teams consist of External, Regional, and Internal sales representatives and a dedicated National Accounts team. 
  • External sales personnel are experienced full time employees of HRC

Distribution Reach:

  • Our extensive relationships with platform, “gate-keepers” has helped several of our partners obtain not only platform approval but also recommended status and platform model allocations

We Understand the Separate Account Sale, the FAs and the Platforms

  • Selling and servicing the Financial Advisor and Platforms is our only business.  We understand the hierarchies and structures from the Platform level all the way down to the Branch Office
  • With thousands of one on one meetings with Financial Advisors each year, we are constantly in touch with the demands / needs of the Financial Advisor.
  • We have diverse and versatile selling experience selling multiple separate account strategies on a variety of platforms including single contract Wrap, dual Contract Wrap and Model delivery Wrap programs.

 Closed End Funds require an extremely focused and condensed sales process. Through our successes in the sale of other investment products, HRC has obtained a large and diverse network of Financial Advisors as well as Platform executives. This network enabled HRC Fund Associates to enter the Closed End Fund offering space with the successful IPO of the Center Coast MLP and Infrastructure Fund (CEN). 

 To discuss how HRC can assist in your Closed End Offering please contact, Timothy Reick, CEO of HRC Fund Associates directly at 646-839-5543.

Product Development

The HRC Group includes a registered investment advisor,  Liberty Street Advisors, Inc. (LSA).  The Liberty Street Family of Funds are part of the Investment Managers Series Trust. Liberty Street brings particular expertise to mutual fund creation, management and ongoing supervision which allows our sub-advisors to focus on their core compentency, managing assets and implementing their investment strategy.  To learn more about the Liberty Street Family of Funds, please visit www.libertystreetfunds.com.   

Please call for more information.