Internal Announcement August 17,
2005 |
||
|
Contact: Matthew J. Saltzman Internal AnnouncementAugust 17, 2005 TODD IDENTIFIES KEY STRATEGIC INITIATIVES Todd is mounting several strategic initiatives, including increased alliances, sharpened focus on niche distribution channels, new products, and a dedicated effort to further enhance its position as one of the largest asset management firms based in Kentucky through the expansion of its local client base. As our industry continues to mature, the external pressures to provide superior client experiences will only continue to expand. Those firms that wish to be not just the survivors, but the leaders of tomorrow, need to be proactive in fashioning a strategic response to the current and emerging environment. Firms that focus on their core competencies, identify viable distribution channels within an evolving industry, create value added investment products, and take advantage of natural relationships in ones own backyard will be the firms that emerge as the industry leaders. Todd has begun to expand numerous relationships with non-affiliated complimentary firms. These firms include professionals in the legal, investment management, accounting, audit, and consulting fields. Since 1967 when the firm first began to invest money on behalf of clients, we have been fortunate to have cultivated a number of friends of the firm. We are now in a position to deepen these relationships in a mutually beneficial and strategic manner. Todd has identified three key strategic distribution channels to focus on. These niche distribution markets include not for profit, healthcare, and sub-advisory relationships. Efforts will be concentrated on opportunities within specific industry groups due to our unique ability to add value to that specific client group. Although we will be focused on these niches, our firm will continue to manage and add assets to our high net worth, public fund, and corporate client base. We have successfully managed assets for these clients for the past 38 years and will continue to do so for the foreseeable future. Our core competency as a premiere manager of downside risk and upside participation lends itself incredibly well to not for profit, healthcare, and sub-advisory clients. Todd currently has a number of new products under development and has successfully extended our large cap Relative Value Equity style to ETFs, ADRs, and additional market capitalization segments. We expect to announce the opening of these products to new clients beginning in the 4th quarter of 2005. In pursuing an extended local presence, Todd has begun a number of strategic initiatives. These include affiliation with numerous local organizations, development and sponsorship of local events, and additional participation on local volunteer boards. |
||
|
© Copyright 2005, Todd Investment Advisors, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission of Todd Investment Advisors, Inc. is prohibited. |
||