DISTRIBUTED FUNDS
MBD Solutions partners with alternative asset managers by advising them on how to strategically bring their innovative investments to the independent broker-dealer and RIA markets.
Our Solutions
We have been involved in helping many firms in various alternative investment strategies bring offerings to market and successfully raise capital. We leverage the teams’ robust experience and entrepreneurial mindset to guide each firm through the process of developing and launching their funds. Our solutions include:
Due Diligence
Our comprehensive review of asset managers and offerings provides a process that enables us to bring quality investments to the independent broker-dealer and RIA channels. The thorough diligence strategy goes beyond the initial review and product structure. We support our clients as they navigate through all industry requirements including third-party reports and platform product reviews.
Compliance
In the highly regulated securities industry, we work closely with our clients to ensure compliance with all regulatory organization requirements from the initial registration and offering documents to advertising and distribution. We provide the framework, structure and guidance required to be compliant and successful product sponsor.
Operations
Our experienced operations team enables smooth onboarding for our clients with custodians, clearing firms and transfer agents. In addition to subscription processing and DTCC trading, the team provides comprehensive reporting for trading and commissions.
Sales & Marketing
The challenges of sourcing capital in a new distribution channel can be daunting. With years of experience launching alternative investment offerings, our team provides customized launch plans based on our clients needs including firm introductions, marketing plans, capital raise strategies and sales team development.
