CLIENT KUDOS

"We came to Frumerman & Nemeth with a two-fold communications challenge: Many prospective investors have little familiarity with the single strategy in which we invest, and we’re a fund of funds. So our marketing often requires us to first provide an education about the strategy, and then we need to convince the prospect why they should invest through us rather than directly with the money managers. You’ve helped us make a better case for both the strategy and the benefits of investing through our firm.  Also, with your training support you’ve shown us how to turn our quarterly letters to investors into marketing tools to build investor loyalty and use during our selling cycle to help convert prospects into new investors. Rather than just being a dry reporting of our latest numbers, our letters now retell parts of our investment process story and reinforce the intellectual acumen of management here. Lastly, as you know, because we were so pleased with what you did for us we recommended Frumerman & Nemeth to another hedge fund firm. We’re happy to learn that they too are delighted with the way you’ve helped them reshape their firm’s storyline and marketing presentation.  Thanks again for your good work."

 

"As a long-only hedge fund whose strategy doesn’t fit any common allocation category, we’d found it challenging, despite our having good performance, to explain the investment opportunity we saw and communicate the value of our portfolio management process.  You have genuinely helped us frame our message and articulate it as well as we can. If someone doesn’t invest after hearing our story now, then they just weren’t in our target market to begin with. Also, we presented Frumerman & Nemeth with a very tight timeframe in which to help us craft a new storyline, create our new key marketing document and prepare a slide presentation and speech notes in time for us to tell our new story at a cap intro event at which we were scheduled to present. We had a deadline that you met fantastically. By the number of prospects that came up to us afterwards to ask questions and begin to get acquainted we can tell we now have a more marketable story. We’re now making a much better first impression. We’re delighted with what you were able to get out of our heads and onto paper. Thanks for your help."

 

"We’re happy we were referred to Frumerman & Nemeth for help in how to communicate more clearly about how we invest. While we have decades of experience in investment management and corporate finance, explaining our hedge fund’s multi-strategy approach to investing in a particular cap size range of companies was a challenge for us. We believe our new storyline and marketing material will help us be more competitive in our efforts to attract assets from investors in emerging managers."

 

	"Thanks for helping our hedge fund create a more compelling and detailed way of explaining how we invest. The new storyline you helped us develop for our marketing materials and presentations enables us to better differentiate our firm from other value-oriented money managers.  We already had a positive experience in making our new presentation to a financial planning firm. They were very impressed and they had very few questions when we were done. They told us, “You guys hit on everything we’d like to know about how you do things.” Their president also commented, “I like that I can explain to my clients very clearly about what you’re trying to do.” When we showed the brochure you created to a client of ours whose opinion we really respect he said to us, “This is very good. There’s no fluff. You get right to the point. It’s very well done.” Also, as I mentioned, even our legal counsel has been quite complimentary of the storyline and copy that Frumerman & Nemeth wrote for us. As our legal counsel wrote me, “There is some good ‘user friendly’ information in this material about your investment approach. You could consider actually incorporating some of this information into your formal offering memorandum.” When kudos even come from the lawyers it just confirms that we’re on to a more powerful way of communicating the added value of our investment process and our expertise as portfolio managers.  Thanks for helping us see our hedge fund management process from a new perspective."
	"We would like to thank you and your team for the work that you performed for us on two of our hedge fund strategies. There is no question that your firm has a well defined process, look and feel for [creating] printed and electronic communications for [our] clients and prospects. What we now have better reflects how we think and work as portfolio managers and differentiates us from our competition. Thanks again for your work and all the time you spent with us."
	"Thanks for coming up with a repositioning strategy for our hedge fund that hadn’t occurred to us. Since our firm’s investment strategy doesn’t fit into a style box category that investors are already allocating to, we have a harder story to tell than the typical money manager does. The repositioning and marketing presentation copy that Frumerman & Nemeth created will help us explain to prospects the context in which to view us and educate them about how we invest. With your help, we’ve been able to give our new sales manager the ammunition he needs to take our story to institutional and high net worth investors. As he said to you, the work that Frumerman & Nemeth has done for us will make his job a lot easier."
	"Thanks for the great job you did in building a sales marketing storyline that clearly communicates how our hedge fund invests and what sets us apart from the crowd. While every money manager claims to have a disciplined process we knew we actually did; but we didn’t know how to explain it well. So, we never said it the same way twice. You solved that problem. Our quant-based hedge fund’s new story, and marketing materials, gives us a better structure for explaining how we invest as well as greater control over how our story will be told by our third-party marketers."
	"Thank you for helping our hedge fund build a more structured and persuasive storyline to explain how we invest and differentiate ourselves from the competition. At the recent verbal presentation we gave about our fund at a prime broker’s capital introduction conference (where no visual aids were permitted) the director of hedge fund services commented to us on the quality of our presentation and the sales marketing document we distributed. We stood out from the other firms that were presenting because the storyline of our presentation flowed, while the presentations from the other funds did not. Final confirmation that we’re now more effectively telling our firm’s story came when 29% of the investor attendees asked us to follow up with them individually. Thanks again for helping us get the important points of interest to prospective investors out of our heads and into our communications."
	"You taught us how to take the time to think about who we were, the message we wished to convey and how to convey it consistently to the audience we wanted to reach. You gave new meaning to quality writing, paying attention to detail and patience in waiting for the right opportunity. Because of your guidance, we are having one of the best years in sales in our company and the future looks extremely bright. We owe this success in large part to what you have been for us. Teamwork, timeliness, dedication and creativity are some words that come to mind when we think of you. What we pay for your services is not enough to express the gratitude and appreciation for what you have given us."

 

"Thank you for helping our software company quickly turn the complex and conceptual information about our powerful and highly customizable pattern prediction software application into a concise buyer-focused storyline that our prospective customers can clearly understand.  The sales letter of introduction that you wrote for us is getting prospects to take our follow up phone calls.  The marketing collateral pieces you wrote, which present sample applications of our software, and explain the technology behind it, are helping us communicate our product’s uses and capabilities to prospects that don’t have software programming or statistical analytics backgrounds.  We are also glad you could meet us in London at our satellite office to help us strategize on how to implement our sales marketing efforts in the UK and Europe.  You also helped us make new contacts with people who may be able to help us spread the word among our target audiences about what we have to offer. Finally, I would most like to thank you for the strong depth of industry experience and professionalism, which helped us invaluably and made working with your firm one of the best experiences a client could ask for when turning to an outside firm.  For all of these things, you have my highest recommendation."

 

"We are delighted in the great response [we] are receiving from our clients and prospects to our Wall Street Journal feature story placement. The coverage Frumerman & Nemeth generated has produced third-party endorsement for the insight of [our] expertise. This has resulted in the most successful marketing response to a new product launch in our department’s history. Money couldn’t buy a better placement. It was fantastic."

 

"Frumerman & Nemeth does good work for us under what have been less than ideal investing conditions. While typical media coverage for many mutual funds and their managers focuses on being quoted predicting what stock will outperform over the next quarter or year, the media coverage Frumerman & Nemeth generates for us focuses on explaining and promoting the investment philosophy, approach and methodology we follow. We appreciate that such coverage is both harder to achieve and more valuable to have."

 

"Thank you for getting us press coverage that showcases our expertise and differentiates us from our competitors. As a result of this third-party endorsement, we are getting requests for meetings to discuss our services from prospective clients who we would not otherwise have identified. The tangible results you produced speak for themselves. Thank you again."

 

"We knew we had an exciting company story to tell. However, in order to market our products and services and attract new investors, we realized we needed to make a conceptual sell. On our own we were not always as effective as we should have been in explaining our business and presenting the various contexts in which our audiences should view us. That’s where Frumerman & Nemeth has been of highest value to us. Frumerman & Nemeth has helped us successfully get our message across to our diverse prospective customers and potential strategic partners. You created for us a refined, buyer-focused storyline that better positions and promotes our company, its products and its lines of business; and you did so meeting a two-week rush deadline we had for producing a brochure to distribute at a major presentation we had scheduled. You’ve helped us meet our media relations marketing challenges as well. We never had a structure and replicable process for managing their promotion. Now we do. We never before received coverage in our key targeted press for a product launch. Now we have. We want you to know that we appreciate your commitment to helping us grow our company. Our only regret about your work with us and on our behalf is that we didn’t find and hire you earlier."

 

"Frumerman & Nemeth has truly helped lay the foundation for [our] communications and sales marketing effort. Frumerman & Nemeth was extremely helpful in enabling us to communicate better the benefits of investing with [us] to our prospects and to develop [our] umbrella positioning strategy. We have had very positive feedback on the more compelling positioning and stronger presentation content that Frumerman & Nemeth helped create for marketing our product."

 

"In case I haven't mentioned it yet, I am very happy with my choice of you guys to propel us into the next stratosphere! Everyone here is thrilled to have you, and quite impressed with your performance so far and your dedication to our cause. Instead of a six month contract, I should have asked for six years!"

"This letter details the work done by your firm from the time of your retainer. In general, Frumerman & Nemeth provided communications marketing counsel and copywriting regarding the pre-launch planning, communications marketing start-up activities and web site content development. Frumerman & Nemeth helped to: Refine strategic positioning; Establish agreed to language for telling each of the company’s primary stories to prospects and those who influence them, and establish responses to their likely questions; Draft three marketing documents: A sales marketing document to use in seeking additional funding and joint venture partners; A communications marketing document to be used to tell the initial story to the media; and Web site copy to tell the company story to prospects and to define the brand;

• Develop a campaign plan for a media relations marketing program;

• Identify key issues to be addresses publicly throughout the first year of launch;

• Develop and refine marketing survey questionnaires;

• Advise of advertising copy themes; and

• Gather and analyze competitive intelligence.

We appreciate the work you’ve done for us. We certainly wish you well in all your future endeavors."