Our Philosophy
In the world of endurance sports, an athlete’s Threshold represents the point at which they can no longer sustain a given level of effort without rest or recovery. It is essentially a limit of sustained exertion. For an athlete to get better (run faster, bike further, etc.) they must routinely push beyond that Threshold. The process of improvement includes first identifying what the limits are, and then routinely testing those limits to slowly expand Threshold levels.
This is the same philosophy behind our approach at Threshold Strategy Group. The first step in our process is to get to know our clients inside and out. We want to know what makes your firm work… What are your strengths? What motivates you? What is it that makes you stand out from your competitors? What has driven your success so far?
But just as important, we want to know what could potentially hold you back. We take the time to uncover your weaknesses and identify your limits.
From there, we work with you to develop a plan for pushing beyond those limits together. That may mean something as basic as getting your new mutual fund priced correctly, or it may be as involved as developing a custom design plan that incorporates full operational integration and sales strategy. Whatever the case, we are your partner for Investment Business Solutions.
What Makes us Different
The investment management industry is full of experts. Portfolio managers, market strategists, securities analysts, sales managers, wholesalers, key account managers, attorneys, compliance specialists, fund administrators, fund accountants, transfer agents, marketers, product managers, and traders are just a few of the specialists who dominate our industry. Large firms typically have the luxury of many of these functions in-house. Smaller firms must decide which are critical and which can be outsourced.
For a smaller firm to compete, there are really only 2 ingredients needed: a great investment idea, and a multi-faceted business solution to implement that idea.
At Threshold, we rely on your expertise to deliver the great investment ideas. What we deliver are the Investment Business Solutions to help you implement your ideas.
We are uniquely positioned to understand how all of the various pieces must come together in just the right way in order to be successful. Helping you pull together the legal, regulatory, sales, marketing, operational, and key account functions is what we do well. We understand how getting just one piece wrong can impact your potential for success.
We have walked in your shoes. We have built products, handled board reporting, managed product lines, carried the bag as wholesalers, run national accounts, and grown successful investment management businesses from the ground up. Let our experience make you better.