Specializing in marketing investment advisors using active investment management approaches and technical analysis. Tools to sell investment management services including brochures, web sites newsletters, white papers, presentations. Client materials written to meet FINRA review and SEC compliance requirements for more than 20 years.
If your investment approach uses proactive investment strategies that look at where the market is today rather than where it has been; if you believe portfolio allocations should adapt to market realities, and that technical analysis and risk management have value in minimizing losses from down markets, you've come to the right place for marketing assistance.
If your investment approach uses proactive investment strategies that look at where the market is today rather than where it has been; if you believe portfolio allocations should adapt to market realities, and that technical analysis and risk management have value in minimizing losses from down markets, you've come to the right place for marketing assistance.
Services
The Active Manager's Resource Center provides marketing assistance to Registered Investment Advisors and investment managers whose investment strategies reach beyond those of the buy-and-hold or static asset allocation practitioners. These strategies may include individual stock and sector selection, tactical allocation, dynamic allocation, sector rotation, technical analysis, hedge strategies, market timing, and other active disciplines.
We specialize in creating original marketing materials for registered investment advisers, money managers, mutual fund companies, financial associations and others. Our key strength is an understanding of active investment approaches gained from more than 20 years in the financial industry. Effective communications don't always fit the mold of what was done before.
Typically, people read white papers because they are trying to solve a particular problem. A white paper is an authoritative report or guide informing readers in a concise manner about a complex issue and presenting the issuing body's philosophy on the matter. It is meant to help readers understand an issue, solve a problem, or make a decision.
Too many Web pages are all flash, no substance. Properly designed and well written, a web page dramatically expands the reach and effectiveness of your communications effort. When you visit the web sites we create for investment managers, you will find very functional, easy-to-use sites with a logical page flow and plenty of information that visitors can use to get to know the firm and develop confidence in the firms capabilities.
Effective communications that help your business succeed are at the center of our services. We create Power Point Presentations designed to market your firm through seminars, one-on-one presentations and peer group meetings. Our goal with each presentation is clean professionalism, understandability, coherent flow of information and thought provoking content.
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