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Content + Audience =                      Engagement + Results

We are an investment marketing collaborative dedicated to serving wealth managers. We help you leverage the reach of online, social and mobile via creative content marketing initiatives designed for your firm’s particular strengths and messaging. Selecting the appropriate online communities to influence requires an understanding of their unique needs and sensibilities, specialized knowledge that is difficult to acquire without experience working with a wide range of audiences. We enable you to understand your options and implement the elements that help you engage with your audience, enabling you to stand out in a crowded field.

 

Hedge Funds ‘R Us

The abrupt meltdown in the Japanese bond, equity and currency markets in May and June is a sobering reminder that one doesn’t have to invest in a hedge fund to experience hedge-fund like trading volatility. For those lucky enough to get in early, the Japan equity trade yielded an astonishing 75% return over the seven months from last November through mid-May, while those short the yen earned 29% over the same time frame. But late May to mid-June has delivered a punishing reversal – the Nikkei average has fallen almost 17% while the yen has risen over 5.5% against the US dollar.

Piling into a crowded trade is nothing new, of course. Read more.

 

BEST PRACTICES:
Explore our best practices series for asset managers and investment advisors

Our work with asset management firms, money managers and financial advisors is rooted in a thorough, research-intensive approach. We identify and benchmark against the industry’s most successful practices, and bring the results to our clients and prospects.

Best Practices #1: The powerful but little known tool for engaging with Linked-In audiences

 

Blogspot:

A Sampler of Successful Money Manager Blogs

Several money managers and financial advisors have taken a thoughtful approach to blog publishing. Below are a few examples that we found effective:

Eric Parnell
Lawrence Fuller
Roger NusbaumJeff Miller
Life Planning Partners

Ignite Investments & Planning