Who We Serve

R.T. Hausler Strategic Marketing offers clients more than 35 years of practical marketing and distribution experience in the asset management industry.

Uniquely, the scope of the firm’s knowledge base spans across all the major distribution channels (HNW, retail and institutional), including product lines such as separate accounts, mutual funds, UMA/SMA’s’, sub-advisory, ETFs, DCIO and retirement, annuities, 529 plans and alternatives (hedge funds and private equity).

Our money manager client base includes:

  • Institutional managers
  • Mutual Fund managers
  • UMA/SMA managers
  • RIA / Wealth managers
  • Hedge Fund managers
  • Private Equity managers
  • Real Estate (REIT) managers
  • ETF sponsors  

Areas of specialization include:

  • Business/budget planning
  • Prospecting materials
  • Client servicing materials
  • Content origination (white paper thought-leadership) 
  • Product development/launch
  • Product assessment (multi-qualitative factors)
  • Market research (e.g. surveys, competitive analysis)
  • Best-practices processes/procedures
  • Organizational structure/leadership/human capital
  • Distribution-related advisory services   

Please contact us to help you with your specific needs.