In the Margins

Minneapolis fund manager goes direct to clients

February 15, 2018

By StarTribune

Minneapolis-based Disciplined Growth Investors has gone the do-it-yourself route when it comes to acquiring clients because it concluded that the traditional mutual fund distribution model doesn’t work that well for their investors. DGI is marketing direct to potential investors, with close to three dozen advertisements on billboards and buses—even barroom coasters. The idea is to catch the eye of this intuitive consumer, then catch it again with different messages. Read the original story from the (Minneapolis) StarTribune.

 

 

Most Read

10 Things
10 Things...boards are facing now and into 2024

Serving on a mutual fund board is, by definition, a challenging job. But given the current regulatory environment, ever-increasing product competition (and related pressure on fees), ...