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The Cedar Partners, ltd. Strategy

Cedar Partners, ltd. will partner with each manager to:

Develop Marketing Message
  • Create and refine marketing materials
  • Train and critique manager's product presentation
  • Assist in creation and/or design of website
  • Establish product branding and appropriate target market

Disseminate Data
  • Maintain and submit databases accurately and timely
  • Complete questionnaires
  • Solicit and respond to RFP's continually
Sell the Product
  • Market products to consultants and plan sponsors
  • Coordinate portfolio manager trips to appropriate consultants based on manager's availability
  • Network continually and build relationships to maximize product exposure
Gain New Assets
  • Prepare for and participate in finals presentations
  • Assist in fee negotiations