Strategic Partnerships Lunt Capital has a history of collaboration, evidenced by a partnership with Pacer ETFs to create factor-rotating US equity ETFs. This suggests an openness to joint ventures and distribution deals with fund sponsors and ETF platforms that can be leveraged for new product initiatives.

Global Perspective The firm emphasizes a worldwide research approach and bespoke investment solutions for financial advisors, individuals, and retirement plans. This positions them to target international advisors and multi-custodian platforms seeking differentiated, globally-informed alpha opportunities.

Growth Signals Revenue is in the mid-range for a boutique manager and indicates scale with potential for expanded distribution. Sales conversations can explore added AUM through advisor channel partnerships, model portfolios, or white-label solutions.

Tech Enablement The tech stack includes web presence and commerce capabilities via Squarespace, along with standard web technologies. There may be opportunities to propose enhanced digital onboarding, client portals, and advisor-facing platforms to improve efficiency and client experience.

Market Positioning As a smaller, focused investment manager competing with large firms, Lunt Capital can be positioned for specialized mandates, custom risk factors, and niche client segments. Sales discussions can emphasize differentiated strategies, robust due diligence, and flexible product structures to win RFPs and RIA conversions.