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

 

Frumerman & Nemeth has become internationally recognized for its expertise in helping clients create the beyond-the-numbers ammunition they need to do a better job than their competitors in educating and persuading sophisticated investors to understand and buy into how they invest. This is the very content investment committees actually discuss behind closed doors and vote on when considering firms on a short list for potential investment.

 

Who We Serve

We work directly, and successfully, with the portfolio managers, financial planners, investment advisors, estate planners, securities analysts, brokers and traders 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.

Money management firm clients range from multi-billion AUM sized investment management firms to one person pre-launch businesses with zero AUM. Also, our clients have included family offices who developed and were running in-house strategies for themselves where they later realized they had additional capacity and wanted to put it on offer to other family offices and other such institutional investors, as well as independent, fee-only financial planning/investment advisory wealth management firms.

 

How We Are Different

Our methods go far beyond just the typical flipchart pitchbook marketing focus. (Among other things, that is the wrong tool for delivering detailed investment process content that sophisticated investors expect and require.) We solve that communications and sales marketing selling problem in a specific, different way.

As a result of our depth and breadth of knowledge about investment strategies and portfolio management, we speak to portfolio managers as peers and can get important content required for marketing and passing due diligence muster out of their heads that others cannot. Additionally, we actually understand the buy side — family offices, endowments and foundations, institutional plan sponsors, investment consultant gatekeepers, and other sophisticated investors. In fact, family offices share their thoughts with us because they know that we know of people and firms who may be of use to them, and that since Frumerman & Nemeth is not a third-party marketer we aren’t trying to sell them anything. So, we ‘get’ both the investment strategy sellers and buyers.

We work with portfolio managers acting as ghost co-writer and editor of white papers, research reports and quarterly letters to investors. We help clients get, write and give speeches as panelists or stand-alone speakers at industry conferences. Also, we offer, where appropriate, media relations marketing services, as well as graphic design and layout services. In these ways we help money management firms to better tell and sell their stories to prospective investors and out-market competitors who are delivering similar performance.

We provide business strategy consulting to many clients regarding new product development, identifying the right target audiences for their strategies, development of communications and sales marketing action plans, as well as workflow process and staff management counsel for implementing these activities.

 

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 asset management firms face is how to overcome being perceived as just a commodity.

Achieving strong investment brand recognition at a product-specific level is needed. This requires having people understand and buy into the story of how a portfolio manager invests. This is vital to any asset raising effort, since a money management firm’s opinions regarding investment strategy and approach are key considerations in investor due diligence. Furthermore, this is the very content around which executive management needs to promote firm thought leadership.

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 its investment beliefs and the investment process it follows: its story of How.

Frumerman & Nemeth helps money management firm clients create and communicate this marketing edge.

 

Helping Clients Build Brand Identities

Money managers, financial planners and other investment advisors turn to Frumerman & Nemeth for strategic positioning, marketing content development, 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.

 

our work has encompassed the following financial areas