A New World of Mutual Fund Creation and Distribution

The Elysian Way

elysian_peoplesIn October, 2014, four financial and legal executives set out to build a mutual fund and distribution company with three simple tenets as their foundation; to tell the truth, to do the right thing and to deliver on their promises. By the end of 2014, Elysian Capital Markets Group, LLC was created and today, is thriving at a rapid pace. While this progress alone is staggering, four more companies in the Elysian family (Elysian Capital Holdings, LLC, Elysian Capital Asset Management, LLC, Elysian Capital Wealth Management, LLC and Elysian Capital Consulting Services, LLC) are in the formation process and slated to begin operations in 2015.

In its first 100 days, Elysian has emerged as a force in the mutual fund and distribution arena. With its core principles, Elysian is forging a path of progress within the industry by delivering comprehensive manufacturing, distribution and consultation to emerging portfolio asset managers with impressive pedigrees and long track records within their investment specialties. Elysian does so by entering into a “True Partnership” with these managers, a method designed and integrated by the Elysian founding team. 

“The concept of True Partnership is centered on integrity and fairness,” according to Mike Maffia, an Elysian founding member and managing partner. “It is an unwavering belief that with the right people, the right plan and a select group of asset management partners, Elysian provides a high-level and high-impact mutual fund creation and sales distribution, as measured not only by sales volume, but also by the integrity in which they deliver these services and the shared ownership they provide to each asset manager partner. This shift in thinking to a more shared entrepreneurial spirit, has inspired attention from organizations around the industry, large and small.”

In 2015, Elysian will focus on distribution through Capital Markets, fund creation in Asset Management and consultative projects in Business Consulting Services. Elysian will also grow Wealth Management through merger and acquisition. As a deliverable, the entire Elysian organization has vast experience within fixed income, equity and alternative retail mutual funds, hedge funds, retirement plans, separately managed accounts, real estate private placements and non-traded real estate investment trusts.

Elysian has expertly developed a distribution philosophy which utilizes the team’s collective years of experience, hundreds of industry-wide relationships and a vast array of distribution outlets, to ensure that even the newest asset managers will gain access to top advisors around the country. The innovative use of evolving technology, including social media, to efficiently communicate relevant introductory and ongoing support data nationwide, for all of their representative investment strategies, has drawn acclaim from industry experts.

As a rule, Elysian focuses a significant amount of time in the RIA and Family Office space, with a more targeted approach to Broker Dealers centered on larger, dual-licensed advisors. It is Elysian’s belief that the future of asset management distribution rests with advisors that control all aspects of their clients’ portfolios and seek investment strategies that demonstrate a new, innovative way of thinking with the courage to adapt intelligently to the changing landscape of an integrating world economy and capital markets.

Since its inception, Elysian has set a standard of excellence in all aspects of their organization. In just 100 days, Elysian has contracted with some of the best emerging managers, a few of whom the industry has yet to discover, and provided nearly 30 different investment strategies that complete the carefully constructed Elysian Briefcase. (See chart below)

Elysian Briefcase

This impressive showing is undoubtedly attributed to the members of the Elysian team. The successes they have enjoyed in their respective careers at large multi-national corporations, which span decades and exceed nearly $75 billion in assets collectively raised, characterize the level of confidence and commitment Elysian has to succeed on behalf of their asset manager partners.

It may be summed up best by Maffia when he says, “We are committed to providing asset management firms of all sizes with a turn-key, comprehensive SMA and mutual fund distribution model that delivers a winning, top-down, strategic selling competency. Our promise to them will be an unrelenting effort on their behalf to build their brand awareness and to bring new assets to their emerging strategies.”

Given their impressive results thus far, the Elysian group of companies is destined to carve new paths in an ever-changing new world order. Contact us today for more information on our services!

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