Completing and Updating Databases
Initially, a significant amount of time will be spent gathering data and additional information about your firm and strategies. Current clients are listed in well over 20 prominent databases and we have built relationships with the individual database managers. Timely updates are essential.
Direct and Electronic Mail
With an extensive database of institutional investors and consultants, we have the ability to reach decision makers. More than simply sending out form letters, we tailor each package to the potential client and have follow up calls to discuss the materials in more detail.
Quarterly updatesUsing technology to our advantage, we have the ability to send visually compelling quarterly updates to potential clients. We can include graphs, charts and links to PDFs hosted on our website. Tracking information allows us to see which files are most frequently accessed and by which types of clients.
We provide a variety of additional services to help promote your firm. For previous clients, we have arranged interviews in national publications, issued press releases and achieved top rankings in popular search engines.