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Cole Partners




Cole Partners is a member of NASD, the National Association of Securities Dealer. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Cole Partners was established in 1998 to evaluate and capitalize on market alternative investments. The firm offers a variety of strategic marketing, product development, and educational capabilities. With a team that is highly experienced in portfolio management, marketing, institutional sales, and derivatives trading, Cole Partners helps its clients make well informed decisions regarding alternative investments. Services range from creating and executing strategic marketing plans for single-manager alternative products to assisting traditional groups incorporate alternative investments into their existing product line and sales process. The Company works with a small but diverse group of alternative investment managers with the goal of effectively gathering assets. Their process includes a top down evaluation of a manager's position in the marketplace. They develop a customized marketing platform, tailored to co-exist and grow with a firm's existing business plan. For Managers seeking marketing representation, Cole Partners considers new partnerships on an ongoing basis, regardless of investment strategy or size.
 
Their topics ranging from hedge fund basics to advanced tactics for asset allocation and integration, Cole Partners has developed a comprehensive top-down educational curriculum. Delivered through a variety of venues including targeted presentations, seminars, and roundtable discussions, this curriculum has been designed to help investors of all levels develop and refine the unique skill set and knowledge base necessary to make prudent hedge fund investment decisions.
 
Cole Partners specializes in marketing alternative investment managers to professional investors. They are dedicated to helping interested investors evaluate and select alternative investment products to fit their needs. They focus on providing unique hedge fund products, manager due-diligence and educational programs to all of their clientele.

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