More About SAORSA

 

Boutique asset management firms often launch with exceptional investment expertise and a lean infrastructure.  Investment performance is critical, but a proactive business development effort is necessary for fundraising and client acquisition 

 

The Saorsa team has over three decades of experience working as distribution sales and marketing communications leaders for both large global & boutique investment management firms. 

 

This unique perspective enables us to fully appreciate sales goals & support needs.  The importance of marketing communications to aid in those efforts has never been more critical within the current competitive landscape. 

 

We believe marketing should serve as the front line of attack for client acquisition.  Embracing ever evolving digital marketing in conjunction with direct client & prospect engagement through curated in- person events serves as the basis for our marketing communications model.

 

Saorsa serves as a trusted partner for boutique investment firms to aid in their business development efforts on myriads of fronts.