With a team 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. While these functions are similar to those of conventional third party marketers or consultants, we offer clients an involved, highly personal and transparent approach to marketing, due diligence and education about alternative investments. In meeting the educational needs of clients, Cole Partners remains actively involved in alternative investment research and the production of industry-related studies and articles. Cole Partners is a registered Broker Dealer with the NASD, and a registered Commodities Trading Advisor ( CTA ) with the NFA. Cole Partners is located just north of Chicago's financial district, in River North at 415 N LaSalle. We can be reached at 312-644-4486.
Services/Products
General InfoWith a team experienced in portfolio management, marketing, institutional sales, and derivatives trading, Cole Partners helps its clients make well informed decisions regarding alternative investments. 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. While these functions are similar to those of conventional third party marketers or consultants, we offer clients an involved, highly personal and transparent approach to marketing, due diligence and education about alternative investments. In meeting the educational needs of clients, Cole Partners remains actively involved in alternative investment research and the production of industry-related studies and articles. Cole Partners is a registered Broker Dealer with the NASD, and a registered Commodities Trading Advisor ( CTA ) with the NFA. Cole Partners is located just north of Chicago's financial district, in River North at 415 N LaSalle. We can be reached at 312-644-4486.,With a team experienced in portfolio management, marketing, institutional sales, and derivatives trading, Cole Partners helps its clients make well informed decisions regarding alternative investments. 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. While these functions are similar to those of conventional third party marketers or consultants, we offer clients an involved, highly personal and transparent approach to marketing, due diligence and education about alternative investments. In meeting the educational needs of clients, Cole Partners remains actively involved in alternative investment research and the production of industry-related studies and articles. Cole Partners is a registered Broker Dealer with the NASD, and a registered Commodities Trading Advisor ( CTA ) with the NFA. Cole Partners is located just north of Chicago's financial district, in River North at 415 N LaSalle. We can be reached at 312-644-4486.
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Financial Planning ConsultantsInvestment Advisory Service