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Soliciting a Municipality?

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Nov 4, 2011 3:18 pm

Does anyone have any tips?

Do you:

-Attend city council meetings?

-Contact the city treasurer?

-donate money to a political campaign?

How do you find out  who currently manages the money?

fwiw, Our firm manages 200mm+, mainly  SMA's, but we just launched a couple mutual funds. We are GIPS compliant and just passed the 10y mark, with an excellent track record. We mainly manage retail money with the exception of a couple family offices and a couple institutional clients. We have a 500k minimum for the SMA's.