ABOUT PFD&D

Our goal is to be your marketing partner. Our team has experience allocating to funds, managing funds and marketing funds. We understand what investors expect to see from a professionally managed investment firm. We know what works when approaching investors, and perhaps more importantly, we understand what does not. We also understand the time pressures and challenges of focusing on markets while managing a portfolio and attempting to maintain an effective marketing process. We have used our combined experience to create a model that provides for creation of well tested and successful marketing content and an efficient channel for the distribution of that content. Our white labeled development and distribution services provide an efficient way for you to maintain direct contact with both existing and potential clients.

Our goal is to be your marketing partner. Our team has experience allocating to funds, managing funds and marketing funds. We understand what investors expect to see from a professionally managed investment firm. We know what works when approaching investors, and perhaps more importantly, we understand what does not. We also understand the time pressures and challenges of focusing on markets while managing a portfolio and attempting to maintain an effective marketing process. We have used our combined experience to create a model that provides for creation of well tested and successful marketing content and an efficient channel for the distribution of that content. Our white labeled development and distribution services provide an efficient way for you to maintain direct contact with both existing and potential clients.

Our goal is to be your marketing partner. Our team has experience allocating to funds, managing funds and marketing funds. We understand what investors expect to see from a professionally managed investment firm. We know what works when approaching investors, and perhaps more importantly, we understand what does not. We also understand the time pressures and challenges of focusing on markets while managing a portfolio and attempting to maintain an effective marketing process. We have used our combined experience to create a model that provides for creation of well tested and successful marketing content and an efficient channel for the distribution of that content. Our white labeled development and distribution services provide an efficient way for you to maintain direct contact with both existing and potential clients.

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Years of Experience
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Founding Year
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THE PFD&D TEAM

STEVE HENDERLITE
President
DOUG STEINSCHNEIDER
Chief Technology Officer
CHIP
PERKINS
Senior Advisor
LINDA
CHAMPAGNE
Senior Advisor

THE PFD&D TEAM

STEVE HENDERLITE

President

DOUG STEINSCHNEIDER

Chief Technology Officer

CHIP
PERKINS

Senior Advisor

LINDA CHAMPAGNE

Senior Advisor

MARKETING


IS IN OUR DNA.

MARKETING


IS IN OUR DNA.

MARKETING           


IS IN OUR DNA.