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The HRC Group of companies provides an end-to-end suite of services to investment managers wishing to create new mutual funds, closed-end funds or registered hedge funds and LPs. These services can include fund organization and origination, national account coverage, sales and marketing, and ongoing servicing. HRC specializes in selling and servicing investment funds and SMA wrap and dual contract products to the major wirehouse and RIA brokerage channels. 

  • Third Party Marketing- HRC specializes in selling and servicing mutual funds, closed end funds, private funds and separately managed accounts (SMA) wrap and dual contract products to the major wirehouses and RIA brokerage channels. These Services are provided through HRC Fund Associates, LLC and HRC Portfolio Solutions, LLC
  • Investment Advisory- Liberty Street Advisors, Inc. serves as the investment advisor to a family of mutual funds sub-advised by third party investment managers.

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Our Market Coverage

Our Market Coverage

The HRC Group’s Marketing and Sales teams consist of External & Regional, and Internal Sales Teams, and a dedicated National Accounts Team. The HRC Group has over 15,000 Financial Advisors as current clients including over 150 of the Barons “Top 500 Financial Advisors” list.  Assets under marketing as of 3/31/2016 exceeded $3 Billion. 

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Why Use a Third Party Marketer?

Why Use a Third Party Marketer?

Whether it be an existing Mutual Fund, Separately Managed Account or a proposed Closed End Fund Offering, utilizing HRC as a partner can provide a solution to an investment advisor’s marketing needs.  With a dedicated sales force, HRC has the market reach and established relationships to deliver access to the major wirehouses, independent broker dealers and RIA channels.  Our proven track record and experience of product introductions can provide managers credibility and acceptance not only with Financial Advisors but also with Platform gate keepers.  

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Mutual Fund Advisory

Mutual Fund Advisory

The HRC Group also includes a registered investment advisor, Liberty Street Advisors,Inc. (LSA). The Liberty Street Family of Funds are part of the series of Investment Managers Series Trust. LSA serves as the advisor to the funds, and the portfolios are managed by sub-advisors.

Creating and managing a mutual fund takes a great deal of knowledge, including but not limited to:  the Investment Company Act of 1940, fund structural components, service providers, share class features, registration statements, investment strategy design, and Board reporting.  With its experience in providing supervisory investment advisory services to mutual funds, Liberty Street brings particular expertise to mutual fund creation, management and ongoing supervision.

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