Active Distribution Services

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Active Mutual Fund Distribution

Through a joint alliance with a full-service sales and marketing firm dedicated to the financial services industry, Unified Financial Securities offers services for developing and implementing complete sales and distribution campaigns. Each engagement begins with an initial assessment of the client’s needs and objectives. Key directors and relevant staff are thoroughly interviewed, and subsequent market research is performed to tailor a solution around the target market. The resultant distribution strategy details a solution tailored to the needs and budget of the client. The client is offered the choice of self-implementation or retaining our services to implement this strategy. In addition to sales and distribution capabilities, we offer development and implementation of collateral sales and marketing material to our clients. These materials include everything from prospectus wrappers and fund fact sheets to full-scale web-enabled solutions.

The founder and CEO of our marketing affiliate brings to bear the experience of over 30 years of building investment management and broker-dealer firms and has authored several books intended to help the leaders of today’s financial services organizations learn from her experience. With over 18 years of financial services industry experience, the President of the affiliate has provided marketing expertise as well as field-tested experience in human resources, business development, sales, corporate retirement plans, and training. The Director of Marketing has been developing marketing and sales strategies for over 8 years. These members are supported by a cast of 12 marketing specialists, who provide expertise in all related sales, marketing, and distribution efforts.

Unified Financial Securities, in concert with our sales and marketing arm, offer the following services tailored to leveraging our clients’ strengths to maximize their asset gathering capabilities:

	Distribution strategies proven to raise assets and increase market share.
	Marketing strategies that address the needs of your critical channels of distribution and get your message across, both inside and outside your organization.
	External, internal and virtual wholesaling strategies that allow you to more effectively drive your sales effort and maximize the power that new technology offers.
	Broker and advisor sales support to build and retain lasting relationships.
	Business-building communication campaigns that put the spotlight on your unique selling proposition, increase brand awareness and allow you to capitalize on future opportunities.

The Distributor plays an integral part of our mutual fund services organization. As more and more emphasis is placed on a fund organization’s ability to gather or raise assets, Unified feels that we have leveraged our abilities in this area to give our client’s the best opportunities with the right tools to accomplish this. As a mutual fund service provider, each working part must interact and coordinate their activities with one another to run as efficiently as possible.