The tools to help raise AUM and get you to where
you need to go!
I’ve spent over 20 years in the investment industry aiming to connect investment firms and funds to high quality investors and grow assets under management. Capital Velocity Group has evolved along with our industry and today, I believe that successful asset gathering requires strategic marketing tactics, software solutions, curated content and clear branding. I can help you make connections, benefit from years of experience and execute strategies to get you seen and engaged with the people you want to know and can help you the most.
High-quality prospects actively engaged at every stage of your funnel.
Recognition as the best in the business with high-quality and best fit clients.
Marketing tools at your fingertips to keep you connected to your prospects.
A memorable and impactful brand to set you apart from the competition.
I’m Joyce and I provide digital and traditional marketing strategies to early stage boutique investment firms and fund managers who want to create zero distance to their clients. This isn’t my first rodeo. I’ve been in marketing and sales with different investment firms for over 20 years and earned my Series 7 and Series 63 Licenses along the way. I’m friendly, honest, a straight talker, and I live for creating new playbooks that give my clients high quality results based on data and smart strategies.
And, I know you’ll love this: I have a deep understanding of how to match an investor segment with a firm’s current level of assets and their investment strategies.
Are you ready to do this?
There’s no one size fits all solution here. Click on any service to learn more about how we can help.
Go ahead! It’s that easy.
You want to grow? We can help get you there. Smart, digital and traditional strategies, tailored branding to tell your story, and customized rolodex designed to attract your ideal investors. Oh, and metrics so you actually know what’s working. Pull up a chair and let’s get started.
Sometimes it’s good to hear it from others who have been in the exact same shoes as you.
I worked with Joyce for 12 years when she was the director of marketing at Westwood. I was fortunate to learn from someone who worked hard to build solid and trusted relationships with clients and consultants. The genuine trust she builds with prospects is one of the key differences that kept our firm in the running and was vital in ultimately earning that new client.
I’ve known Joyce professionally since 2013. Her worth ethic and enthusiasm for the asset management business is unequaled in my experience for business development professionals. Her willingness to think outside the box and work collaboratively to come up with marketing solutions is unique. She’s not another person pitching a rolodex of tired business cards. I have and will continue to refer people to her who need her expertise.
Joyce is one of the nicest people I have ever met. I really enjoyed working with her at Hirzel Capital. She is extremely ethical, professional and an excellent marketer and manager. Joyce demonstrated an excellent ability to select the right partners for Hirzel Capital and maintain those relationships through diligent client service. I worked with her at Hirzel Capital for several years and she had an amazing ability to understand both her co-workers’ needs and the needs of our clients.
