Dubick & Associates, a consulting company, helps firms identify and maximize their opportunities by leveraging their distribution and marketing capabilities. By assisting our clients to refine and capitalize on what they do best, Dubick & Associates helps them better identify, attract, and retain clients.
Founded by Libby J. Dubick, who has over 25 years of experience in financial services marketing, strategy, and distribution, the firm focuses on wealth management marketing and distribution planning. A broad range of marketing services are offered including research, analysis, strategic planning, product development, training, and client communications.
All of our client services, from strategic planning through development and implementation, are customized. The firm has experience developing and marketing investment products through institutional, trust, investment advisor, retail, direct and third-party distribution channels.
A sweet spot is helping firms reach financial advisors. We have developed value-add programs for Prudential and Calvert funds, currently work with the Options Industry Council on their outreach to advisors, and write frequently on advisor marketing for publications including Investment News, Wealth Management Executive, and The Active Manager.
For more details on past projects and a list of our distinguished clients, please click here.