Investment Writing, Marketing, and Analytics Consulting

I have five years of experience in the sales and analysis of alternatives. My experience as a top producing account executive, as well as with serving on an investment due diligence committee has given me a unique skillset, meshing marketing and communications with advanced portfolio analytics. Having experience in investment sales and in serving on a due diligence committee have given me the opportunity to view the investment sales process from both the buyer's, and the seller's point of view.

I will help your company:
I. Establish and communicate your firm’s unique investment philosophy and value proposition.
II. Put your strategy’s best foot forward even with a limited track record, or struggling performance.
III. Manage client expectations, and maintain AUM during periods of underperformance.
IV. Clarify your message and process, to attract more institutional and buy side clients.
V. Tailor your communications to institutional and buy-side analysts, to bring in larger accounts.
VI. Outsource your marketing efforts without sacrificing autonomy, and focus resources on managing money.

I produce:
-Website Content
-Whitepapers
-Press Releases
-Factsheets
-Commentary
-Pitch Books and Presentation Materials
-Blogs

Feel free to contact me for a quote or further information at (916) 960-3908.