Streamline Partners

Formed in 2010, Streamline Partners helps asset managers grow by using experienced industry consultants to jump-start and supplement their efforts in lieu of hiring additional employees. We offer a comprehensive suite of product launch services, including incubation of new ‘40 act, SMA, and collective products, multi-channel distribution, and key account and marketing capabilities. Our consultants, all long-term industry practitioners with an average of 20 years of experience, have: - Expertise in strategy creation, product development and launches, multi-channel distribution and marketing - Deep knowledge of the competitive landscape - An extensive network of key industry decision makers—at wire houses, registered investment advisors, independent broker dealers, bank wealth managers, record keepers, and specialty firms (e.g., retirement consultants) - Proven success in raising billions in AUM for the industry’s top asset managers