FINANCIAL MARKETING

Our work has helped money management firms attract over $7 billion in new assets.

"Frumerman & Nemeth has an in-depth understanding of our investment process. You know how we think and how to help us better communicate our views to our shareholders, their advisors and the media."
from a Money Management Client

What Can Differentiate A Money Management Firm?

While the typical money management firm may be known by the investment style pigeon-hole in which its products fit and by its performance, few are also recognized for what should be the core element of their firm’s brand identity: how they invest. As a result, a marketing issue many money management firms face is how to overcome being perceived as just a commodity.

Success in out-marketing competitors who have similar performance is dependent on a money management firm’s ability to educate and persuade people to understand and buy into the investment philosophy, approach and methodology it follows.

Helping Clients Build Brand Identities

Money managers, financial planners and other investment advisors turn to Frumerman & Nemeth for strategic positioning, sales presentation and public relations marketing services to help build their brand identity and attract more assets under management.

Frumerman & Nemeth provides financial services firms with a rare depth and breadth of expertise in helping to develop and market a brand identity for their organizations, products and people. Clients find that our insights and ability to help them see themselves through the eyes of their prospects help them better determine what to communicate, where to communicate it, and when.

We work directly, and successfully, with the money managers, securities analysts, brokers, traders, financial planners and estate planners at client firms, as well as with the people on the marketing side because we speak their language, we understand how portfolios are managed and we know how to communicate the intellectual acumen of their management.

Our investment marketing work for financial services clients has encompassed the following areas:

FINANCIAL SERVICES FIRMS

MONEY MANAGEMENT

PRODUCT CLASSES

INVESTMENTS & STRATEGIES