Mastering Storytelling
Compelling narrative is not part of managing portfolios, but an essential part of raising assets. We help managers connect and grow their business.
Built by Buy-side Professionals
We have the experience to support asset managers build their reputation, client loyalty, and win business.
Institutional Sales Training
The institutional market holds significant potential. We coach executives on techniques to build demand and pitch - US and global.
People read what interests them. Keep the conversation real.
We embed with your team and align with your investment philosophy and objectives to uncover rich insights that reflect the best of your thinking.
Why investment flows often miss the best managers
We realized that for fund or advisor selection, performance matters, but so does trust and a clear point of differentiation. The art of connecting blends mutual interests with engaging narrative. Helping our clients communicate effectively is our business.
Lumen Thought thrives on uncovering insights that empower investors to make smarter decisions
Mission
Our mission is to raise managers’ visibility, reputation, and sales capability in a noisy market, with the aim of growing their business.
Who we are
Simply put we live for the thrill of discovering and sharing insights that help investors make better investment decisions.
With many years of asset management experience, we’ve seen how valuable insights remain untapped. A trusted brand, as it builds, is a force multiplier for sales.
It's about growth
Consultative sales is fueled by perceptive insights. We aim to help our clients unleash the power of consultative sales.