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About Us |
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| Founded in March 1998, our mission is to
provide expert marketing support and data distribution services for the
investment management community. Our flagship service, ManagerQuest, streamlines
the costly, time-consuming process of providing monthly performance and profile
information to investment management consultants and their proprietary
databases. The timely provision of such information is an essential
administrative task to secure new assets and to service existing clients. |
Our Team |
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We are a dedicated team of
marketing and client service professionals who understand the dizzying pace of
the investment management environment and the importance of delivering
exceptional materials, flawless data and superior service. We have established
strong relationships with investment consultants, database managers and other
third-party intermediaries, and have broad product knowledge across all asset
classes.
We completed over 13,000 product questionnaires last year.
We welcome the opportunity to learn
about your specific marketing objectives and to tell you more about how we can
put our knowledge and resources to work for you.
Our President & CEO, Lauren Cola is dedicated to the idea that responding to
requests for information should not be a burden. Nor should data collection and
other administrative tasks take sales and marketing professionals away from
their core business of attracting and retaining clients. After manually
completing thousands of requests for information and building proprietary
marketing tools, Lauren was determined to build a better way to deal with the
RFP and database updating process while providing an option for
firms who cannot or do not want to hire, train and manage an internal team of
data specialists. The acceptance of the Internet as a reliable and powerful
communication tool provided the logical distribution platform for the firm's
data collection application, ManagerQuest.
With over 22 years of progressive line, management and consulting experience,
Lauren's background encompasses investment management marketing and technical
product management. Prior to founding A.S.A.P. Advisor Services, Inc., Lauren
worked for Citibank Asset Management, Bankers Trust Company, Chase Asset
Management, HSBC Asset Management and Empire Blue Cross Blue Shield.
Click here to see a video message from
Lauren Cola, President & CEO.Our progress is fueled by our desire to provide industry-leading service
while helping our clients increase their productivity, lower their marketing
expenses and improve their competitiveness. We are successfully taking advantage
of the advances in technology and other innovations to meet the client service
demands of our industry.
A.S.A.P. Advisor Services, Inc. remains privately held and client-driven. |
Our Clients |
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| Our
clients range from small, emerging money managers to leading global asset
management firms. Our clients like the fact that we remove a big administrative
burden from their “to do” list. They like the responsiveness of our staff. They
like our fees. They like the simplicity of our process and comprehensive nature
of our service. Representative Client List (full list available upon
request)
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- A.R. Schmeidler & Co., Inc.
- AH Lisanti Capital Growth, LLC
- Alexander Capital Management Group
- Aperio Group LLC.
- Balyasny Asset Management L.P.
- Bedlam Asset Management
- Beutel, Goodman & Company Ltd.
- Boyar Asset Management
- Crescat Portfolio Management LLC
- Curran Investment Management
- Diamond Portfolio Advisors, LLC
- Epoch Investment Partners
- Financial & Investment Management Group, Ltd.
- First National of Nebraska
- Fischer Financial Services, Inc.
- Great Companies, Inc.
- Hudson Canyon Investment Counselors
- John Hancock Funds
- Knott Capital Management
- Lateef Management Associates
- Leeb Capital Management, Inc.
- Legacy Capital Management, Inc.
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- Lincoln Futures, LLC
- M&R Capital Management
- Matrix Asset Advisors, Inc.
- Nicholas-Applegate Capital Management
- Northern Trust Global Investments
- OMT Capital Management LLC
- Oppenheimer Capital Management
- Osborne Partners Capital Management
- O'Shaughnessy Asset Management, LLC
- RCM Capital Management
- Scottish Widows Investment Partnership, Ltd.
- SMH Capital Advisors
- Smith Hedge Partners LLC
- Smith Portfolio Management LLC
- Solaris Asset Management LLC
- Thompson Investment Management
- ValueWorks LLC
- Vestor Capital Corporation
- Vontobel Asset Management
- W. Wall & Company, Inc.
- Wedgewood Partners
- Wells Real Estate Funds
- Winslow Management Company
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