Strategic Distribution Advisory for Investment Managers
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.
Good performance isn't enough.
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.
How We Support Distribution-Led Growth
We help investment firms make clearer distribution decisions and follow through with execution that fits their stage.
Strategic Distribution Advisory
Senior advisory support for investment firms navigating growth, hiring decisions, and distribution complexity. Distribution leadership without the full-time hire.
Distribution Workshops
Facilitated working sessions that produce alignment, decisions, and disciplined next steps for leadership teams at any stage.
CE Approved Courses
Online continuing education courses approved for CIMA, CPWA, and RMA designations, focused on distribution strategy and investment management.
Events
Live webinars, speaking engagements, and in-person events where Brian shares insights on distribution structure, execution, and growth.
FRAMEWORK PREVIEW
A simple way to think about distribution.
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.
Our advisory is grounded in a comprehensive distribution framework spanning strategy, infrastructure, data, and execution.
Trusted by senior leaders in asset management.
Continuing Education Opportunities for Leading Industry Designations
Led by someone who has done the work.
Founder, FIMC
Brian Freeman
Brian works with investment firms that have strong investment results but uneven, harder-to-manage distribution. Before founding FIMC, he spent two decades in distribution leadership at Raymond James Investment Management, Eagle Asset Management, Carillon Fund Distributors, and Carillon Tower Advisers, and The London Company.
Frequently Asked Questions
What does Freeman IMC do?
FIMC provides senior distribution advisory to investment managers, helping firms build repeatable, intentional growth strategies across intermediary and institutional channels. We advise on strategy, structure, hiring, platforms, CRM, and execution.
Who is the typical FIMC client?
Boutique asset managers, growth-stage investment firms, and established firms with distribution complexity. Most clients have strong investment performance but uneven or reactive business development.
What makes Freeman IMC different from a sales outsourcing firm?
FIMC does not replace your sales team or generate leads. We provide senior-level distribution judgment -- the same perspective a former Head of Distribution or President of a fund distributor would bring -- applied to your specific situation and stage.
How do I get started?
Most firms begin with a short introductory conversation to assess fit, priorities, and whether advisory support makes sense. Use the Schedule a Conversation button to request time.
Clarity begins with a conversation.
Most firms start with a short advisory call to understand the firm’s goals, challenges, and possible paths forward.