Third Party Marketing

Gar Wood Securities leverages its relationships with proven third party marketers who provide its clients access to a broad range of institutional and high net worth investors. Augmenting our capital introduction team, our independent third party marketers will partner with clients to:

In developing the most effective asset raising program, we begin with a marketing analysis where we:

• • Review and comment on the due diligence questionnaire
• • Validate historical returns
• • Meet with the investment team
• • Perform complete background and reference checks
• • Review risk management procedures and practices
• • Review current marketing documents to ensure they meet customer requirements
• • Assist in the creation of compelling, targeted marketing materials
• • Identify prospective investors
• • Organize and attend client meetings
• • Distribute monthly performance information and newsletters

Gar Wood does not charge a retainer fee; all fees are based on performance.