Learn What Sets Us Apart

Channel Investment Partners (CIP) is the result of years of experience and conversations about the direction of the asset management industry, primarily related to expenses, incentives, corporate structures, professional experience, executive leadership, and fiduciary responsibilities. We believe the future of the asset management business is not to reinvent the industry but rather return to basics: put the client first and help them reach their objectives. Create a channel, if you will, from goals to action to achievements. 

Inefficient corporate structures for years have impeded the ability to deliver greater results for clients. The push to specialize has resulted in reduced relative value analysis and misallocations. Time spent managing people and processes through preset, philosophical meetings rather than proactive meetings with tangible outcomes result in missed opportunities. Non-revenue producing managers tend to over manage and create disincentives for valuable revenue producers to take even well calculated risks. A firm’s asset gathering goals are not necessarily aligned with client performance goals. The optimal corporate structure continues to be flatter with technology utilized to remain efficient. Larger firms are not able to restructure properly due to legacy contracts and processes nor are their professionals typically equipped with diverse skillsets. The bigger the firm, the more specialized skillsets of their employees. In cases of business disruption, large firms become dislocated with decision making and investment abilities even more inefficient and less informed than usual.

While CIP is a boutique fixed income investment firm, we are a partnership of diverse skillsets. We all are “Generalists” that prioritize our strengths. Portfolio Managers are expected to have a strong trading background and work with Analysts to assess relative value. Client Relationship Managers need to function as liaisons between clients and the investment team to offer solutions, not just push a product. We are a flexible and adaptable firm focused on clients. This is best achieved with a properly sized expense structure, aligned incentives, flat corporate structure, experienced professionals, strong leadership, and never forgetting who we work for, the client.