Our Services

- You're busy enough, let us sweat the marketing and communications  -

Understanding Those We Serve

Comparative advantage works. Having been in your seat, we know all too well the hurdles, time-constraints and stress-levels you consistently face.  Running your firm or fund is much more than a full-time job, it's your passion but also source of worry.  You already have enough on your plate.  Financial marketing is our passion, and our goal is to take away some of that stress to let you and your team sleep better at night, as well as on the flight, knowing we are by your side.

We provide our partners with with the full spectrum of marketing & communications services.  No need to mix, match and synchronize different specialty firms.  We  customize each and every program based on your unique needs, not on any desire for billable hours. That's not our model, nor our mindset.  The services below can be provided a-la-carte or via comprehensive bundles.  For firms and funds just starting or that need a review and refresh, consider our no-commitment evaluatory, positioning and advisory services.

Research and Planning

Marketing Process Review; Competitive Analysis; Customer Segmentation; Positioning and Messaging; Strategic and Tactical Marketing Plans

Branding and Identity

Messaging and Differentiation; Taglines; Logos and Guidelines; Stationary; Business Cards; Envelopes; Presentation Templates

Public Relations

Communications Strategy; Ongoing Media Outreach; Press Release Development and Distribution; Strategic PR Counsel including Crisis Management; Media Training; PR Analytics and Reporting

Content and Collateral

Brochures; Sell-sheets; Presentations; Investor Decks; Postcards; White Papers; Newletters; Direct Mail

Web and Social Media

Website content and Design; Digital Strategy and Tactics; Comprehensive Social Media Services; Dynamic Blogging; Search Engine Optimization (SOE) and Metric Reporting

Event Planning and Production

Event Strategy and Planning Calendar; Budgeting and Negotiations; Exhibition Services; Solicit Speaking Opportunities; Event Speaking Coaching and Strategy; Custom Event Production

Visual Media

Video Planning, Scripting and Production; Visual Product Demos; Webinars; Digital Distribution

Advertising and Design

Advertising Strategy and Tactics; Campaign Development; Design and Copywriting; Media Planning and Negotiation; Customized Landing Pages; Campaign Analytics and Reporting






135 Weston Road, Suite 157

Weston, FL 33326

25 Broadway, 5th floor

New York, NY 10004


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