Makovsky - The Power of Specialized Thinking



Client Successes


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   PUTTING A MUTUAL FUND ON THE MAP

Touchstone Investments
To drive fund flows for Cincinnati-based TSF, a mutual fund company organized on the sub-advisor model, we merchandised the exceptional performance of the firm’s Large Cap Growth Fund (TEQAX); its manager, Shawn Price; and his unique stock-picking methodology. The results of our aggressive media outreach contributed to an increase in assets under management from $292 million to $890 million … representing growth of more than 205 percent.

 

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