Who we are and what we do.

Threshold was created with a singular goal in mind – to help asset managers and investment companies be better at the business part of their investment management business. Through years of hands-on experience, we have seen first-hand what happens when a portfolio manager with a great investment idea fails to bring it to life because of a mistake in the choice of vehicle or an unrealistic plan for distribution. Often times, little mistakes can have significant repercussions in a firm’s ultimate success.

Choice of product structure, choice of share class structure, pricing methodology, choice of distribution channels, choice of sales team structure, allocation of marketing resources, key account strategy, and formulation of message can all impact whether or not a great investment idea survives in what is an increasingly crowded market for investment products.

Getting it right means being open to an outside perspective. We bring that perspective to help you identify the factors holding you back, so that we can move beyond them together. If we do our job, you expand your Threshold.

Let us help you.

By working with each of our clients to identify strengths and weaknesses, we provide guidance to match your particular expertise with a strategy for delivering that expertise to the right audience in the right form.  We have over 20 years’ collective experience in mutual fund product design, retail, intermediary and institutional sales strategy, and investment product messaging.