CIT Consultant
A thoughtful approach to Collective Investment Trusts (CITs), product development, retirement marketplace sales strategy, and education.
Don't Just Compete. Reign.
How I can support your CIT growth.
Your Goals. My Focus.
CIT establishment, pricing strategy, and sales strategy for your CIT growth.
Who I Work With.
Asset managers who need a partner to navigate the retirement marketplace — and looking for clarity on CIT pricing, the competitive landscape, and the opportunity ahead.
🜲 Sales Strategy — connecting your CITs with retirement advisory firms and their Chief Investment Officers (CIOs).
🜲 Education — insight into post-ERISA legislative and congressional updates that have driven CIT growth and evolution.
🜲 Product Development — for firms expanding their retirement investment lineup, including support in launching a Collective Investment Trust (CIT).
🜲 Pricing Strategy — consultative approach to fee class considerations, CUSIP eligibility requirements, and marketable pricing positioning.
🜲 Third-Party Trustee Selection — managing the RFP process for asset managers evaluating trustees.
🜲 Collateral Collaboration — elevating your retirement marketing materials.
🜲 Inspirational Speaker — Fearless with Positive Energy®. Talks for meetings and events, drawing on personal experiences including running a half marathon on every continent and visiting all Seven Wonders of the World.
CALL UPON THE QUEEN.
Reach out to build a flexible engagement aligned with your goals.
