Colony S2K Servicing is a full-service platform created to support the growing demands of asset managers. An experienced team of industry professionals understands our clients needs by asking the right questions and creating forward thinking solutions.

We provide our partners with support for a wide range of services including; operations, marketing, events, public relations, due diligence as well as technological support. Our collaborative process provides enhanced business structure that may result in reduced business risk, more opportunities for growth and improved performance.

Our Services

Administrative / Operations

OUR SVC AdminstrativeOperations

  • Investor relations services
  • Engagement and negotiation of contract terms with vendors and transfer agents
  • Information technology
  • Not in good order reconciliation
  • Supervision of the performance of vendors and transfer agents
  • Transfer agent on-boarding process consultation

Due Diligence

OUR SVC DueDiligence

  • Analysis of trends in alternative investments
  • Competitive analysis
  • Compilation and analysis of industry data
  • Examination of trends in product structure
  • Management of third-party due diligence experts
  • Product performance analysis
  • Provision of support to distribution partners in conducting due diligence

Marketing

OUR SVC Marketing

  • Budget management
  • Copy writing
  • Design services
  • Digital marketing
  • Event planning
  • Forms creation and design
  • Fulfillment management
  • Project management
  • Print production
  • Public relations
  • Strategic planning
  • Website support