Working along side small and mid-size asset managers GOAL Consulting leverages our strategic planning, management and distribution capabilities to provide direction and support to our partners. Small and mid-size asset managers typically face three significant realities:

• The clear disadvantage that small and midsize asset managers face compared to their larger brethren.
• In many cases their products outperform the products offered by larger firms yet the better products are not getting in front of the financial advisor.
• Well thought out plans addressing internal and external influences as well as identifying short term and long term goals are not being created early enough in the process if at all.

Creating strategies to effectively counteract the effects of these three observations are at the forefront of the services we deliver and our commitment to our partners and the advisors that are entrusting us to present them the best investment solutions available.

As a trusted partner, GOAL Consulting works side by side our asset managers, offering expert, objective advice and solutions to help solve their most important and complex distribution challenges. Through our consulting arm our insight, deep experience and market leading capabilities enable us to build comprehensive strategic plans that are focused on our partners' ultimate goals. Our marketing and distribution arm provides our product partners with a low cost, high quality solution that will allow them to compete with larger firms.