Our Services

We offer proven marketing and communications best practices to help you build assets under management, revenues and profits. Our Marketing and Communications Strategy Solution include but are not limited to the following:

• Create actionable market research regarding current perceptions of your brand, key drivers affecting your success and your current levels of client satisfaction
• Develop client segmentation strategies designed to help you allocate client service resources more effectively
• Execute marketing planning to provide you with a blueprint for successfully enhancing your presence among both institutional investors and consultants
• Develop brand strategy to articulate your edge, mission, vision, values and your desired personality
• Create internal and external communications to ensure that your brand strategy is consistently conveyed using relevant, engaging vehicles
• Develop proactive media relations to help you generate more visibility among the key reporters and editors and create higher levels of positive awareness of your brand

In the event that you do not currently have an in-house marketing person or staff, we can provide a Outsourced Chief Marketing Officer (OCMO) to deliver all of the marketing solutions necessary for success in the institutional marketplace. The OCMO would serve as your go-to marketing person for as long as necessary to ensure that your marketing needs are consistently addressed.

By providing you with access to proven marketing and communications best practices, we enhance the likelihood that you will be able to increase your assets under management, generate higher revenues and increase profits.