Dedicated Marketing and Distribution Partnerships
In today’s ultra-low rate environment, working with a capable and trustworthy asset manager is ever more important. And while generating yield may remain difficult, the advantages of collective investing are clear. Our goal is to provide investment management that helps protect the resources of participants, and additional related services that help each pool or trust enhance participation and grow assets.
Miles Public Funds Services has the expertise to work closely with local marketing agents or provide our own marketing services. In either case, we are committed to preserving the identity and branding of each fund or program.
- Tailored Marketing Collateral
- Branded program websites and recordkeeping system access
- Program forms, documents, and presentations
- Periodic newsletters, thought capital or other mailings
- Ongoing Relationship Development
- Convention attendance and participation
- Regular participant visits
- Board presentations
- Commentary or advertising for relevant participant or sponsoring association publications
- Product Development – We work closely with our public fund program partners to develop and maintain new services as appropriate.
- Bank Network Development – Our marketing staff develops relations with creditworthy banks to ensure that deposit and investment opportunities remain robust.