Clarity on what to build first, what to do next, and what to stop doing as growth becomes more complex.
Most investment firms don't struggle because of performance.
They struggle because business development grows unevenly as the firm evolves.
FIMC helps investment managers turn experience, relationships, and effort into a more consistent, repeatable approach to distribution - aligning people, data, and execution so growth is intentional, not reactive.
Most firms we meet have capable teams and strong investment discipline.
That isn’t the problem.
What becomes harder is keeping distribution aligned as the firm grows, or as growth becomes a priority.
Processes that once felt manageable begin to strain.
Follow-up becomes inconsistent.
Channel focus blurs.
Hiring decisions carry more weight.
Platform strategy feels riskier.
Priorities compete.
Growth may happen - but it becomes uneven, reactive, and harder to control than it should be.
You stop reacting. You start executing. And growth becomes something you can plan for—not just hope for.
We help investment firms make clearer distribution decisions and follow through with execution that fits their stage.
Trusted by senior leaders in asset management.
“Brian was the architect of our data and sales alignment effort — materially improving productivity and advisor engagement.”
“Brian bridges strategy, sales, and execution better than anyone I’ve worked with.”
“Brian brings a rare combination of distribution experience, technology insight, and practical leadership.”
Our advisory work is grounded in a comprehensive distribution framework spanning strategy, infrastructure, data, and execution.
Not every firm needs every component, but understanding how the pieces fit together creates better decisions.
As firms grow, distribution touches more people, more tools, and more decisions.
We help leadership teams step back, see the full picture, and move forward with a shared understanding of what matters now, and what can wait.
Most firms start with a short advisory call to understand the firm's goals, challenges, and possible paths forward.
Brian works with investment firms that have strong investment results but uneven, harder-to-manage distribution. His focus is helping leadership get clear on priorities, align people and resources, and make decisions with more confidence as the business becomes more complex.
Before founding FIMC, Brian spent two decades in distribution leadership across Raymond James Investment Management and its predecessor firms, including Eagle Asset Management, Carillon Fund Distributors, and Carillon Tower Advisers. His work spanned sales, national accounts, data, CRM, and platform strategy - giving him a practical understanding of how distribution operates inside real organizations.
Leaders rely on Brian for his calm judgment, specificity, and ability to surface what actually matters. His experience combining sales, data, and operating rhythm helps firms create a steadier, more intentional approach to growth.
Amy supports the structure, clarity, and follow-through behind FIMC's work. She helps shape messaging, organize complex ideas, guide marketing and proposals, and ensure the firm's work is delivered clearly and consistently. Her role spans strategy, operations, and communication — providing the discipline and organization that keep the business moving smoothly.
She and Brian first worked together at Raymond James, where they developed a shared, client-first approach that still shapes how they collaborate.
Senior advisory support for investment firms navigating growth, hiring decisions, and distribution complexity.
As investment firms grow, distribution decisions become harder to unwind. Hiring, structure, platforms, messaging, and priorities carry more risk once set.
FIMC provides independent, experience-led advisory to help firm leadership assess their current approach, align priorities, and move forward with confidence.
Our advisory is informed by a comprehensive distribution framework spanning strategy, data, technology, sales, marketing, and execution — applied selectively based on what the firm actually needs.
We don't replace your team.
We support leadership as decisions are made.
Our advisory work is collaborative, practical, and grounded in real distribution experience.
We start by understanding what's working and where friction exists, align priorities and resources, and support execution through clear direction and follow-through.
The goal is clarity, alignment, and steadier progress — not more activity.
Every engagement is tailored to the firm's structure and stage.
Most firms start with a focused advisory conversation to understand:
From there, we determine whether ongoing advisory support makes sense.
"Upon my retirement, Brian was seen as the most relied-upon distribution leader across sales, marketing, data, and technology."
Let's discuss how we can help you build a distribution strategy that's intentional, repeatable, and aligned to your firm's actual stage.
