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3rdMark
is an independent third party marketing and placement firm, founded
in 2006. 3rdMark's primary role is to help investment managers establish and
develop institutional client relationships and ultimately to help them achieve
their revenue and funds under management objectives in the Australian
and New Zealand institutional investment management market.
3rdMark’s
vision is to build long-term relationships with clients based on trust,
understanding and loyalty. We view clients as both the investment
managers who we agree to represent as well as the buyers of investment
management services. Our philosophy is that just making a sale is not
the path to success for our business and that the true test of business
success is the development and maintenance of long-term relationships
that stand the test of time and market cycles.
An
important part of the implementation of this business philosophy is
complete transparency in the relationship with frequent and honest
communication with our clients. We believe in choosing our clients
carefully and limiting potential conflicts of interest as a foundation
for long-term relationships. This means:
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We do not
simultaneously market competitive investment strategies
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We limit the
number of managers we represent at any given time
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We choose
who we represent based on investor needs
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