October 22, 2025 @ 2:00 pm - 3:00 pm
We are a sales-focused marketing group specializing in alternative investments. We help asset managers raise capital and bridge the gap between marketing and sales.
And we happen to speak your language. Our team requires little ramp-up time due to our deep background in financial services, alternative investments and commercial real estate. We know the ins and outs of marketing as well as compliance regulations. And we understand how to get financial advisors to engage with your firm.
Our work makes financial advisors take notice.
Management Team
Firm Offering(s)
For information about Provate Offerings, please see Blue Vault's Interactive Dashboard.
Webinars that feature Marketing Intent
October 22, 2025 @ 2:00 pm - 3:00 pm
January 17, 2024 @ 2:00 pm - 3:00 pm
Maximize Your Blue Vault Alts Summit Sponsorship with Marketing Intent
October 11, 2023 @ 2:00 pm - 2:30 pm
“Ask Us Anything” Marketing to Help Raise Capital for Alternative Investment Sponsors
December 14, 2022 @ 2:00 pm - 3:00 pm
Evaluating a Sponsor: Marketing & Communications
Podcasts/Videos that feature Marketing Intent
September 15, 2025
Content Leverage and Reuse: Marketing With a Lean Team
September 15, 2025
Smart Use of Tools & Automation: Marketing With a Lean Team
September 15, 2025
Strategic Outsourcing: Marketing with a Lean Team
December 18, 2022
Cherie Fournier: Website Audits
December 18, 2022
Alise Lucero: Sponsor Consistency is Key
December 18, 2022
Cherie Fournier: Thought Leadership
December 18, 2022
Alise Lucero: Lay the Foundation
August 18, 2022
Cherie Fournier: Results of the Cerulli/Blue Vault Alts Survey as an Educational Tool
Articles that feature Marketing Intent
January 8, 2026
Fine-Tuning Your Plan for 2026
January 5, 2026
Strike the Right Marketing Cadence with Frequency, Engagement, and Impact
December 18, 2025
Marketing & Communications as Part of Operational Due Diligence Success
December 15, 2025
The Advisor Journey: From Curiosity to Commitment
December 11, 2025
Building Strong Marketing Foundations for Alternative Investments
December 8, 2025
Retirement Plans: The Next Big Move for Alts
December 4, 2025
Reaching Women and Gen Z Investors During the Great Wealth Transfer
December 1, 2025
Why Social Media Delivers Even When Engagement Looks Invisible
November 20, 2025


