"I appreciated working with Frumerman & Nemeth and having them dissect every aspect of our fund, strategy, and everything in between. Having been at this for some time, I appreciated the constructively challenging views that you took when working through the storyline process, making sure that I was able to think through every angle of what needed to be communicated to investors and how to best educate them, while in turn making me better at my craft.

I was quite amazed at how you were able to tie the complexities of our strategy implementation considerations into something much more explainable and digestible to people who don’t do this for a living, while still getting across the detail of the rigor that goes into running our fund strategy. I learned much more about myself, our fund, and our process in going through these exercises with Frumerman and Nemeth and would recommend your services and consider it time well spent.

 

"Thank you. Your kindness, thoroughness, analysis, and attention to detail are greatly appreciated.

This skillset and more are proving to be incredibly helpful, unique, and mind-altering. I am thinking about things in new ways and have finally found someone who understands how I think and what I am trying to do. This also enforces some previous thoughts that I did not think were necessarily helpful or the right direction to look.

Your enthusiasm is awesome, inspiring, and addicting. I am not sure if you are this invested in all your clients, but wow is it exciting to have someone who is also excited about what I am trying to accomplish. I have been around too many old-school "value" equity people who do not appreciate a diversion from the qualitative process to one that is quantitative.

Even with high expectations coming in to have Frumerman & Nemeth work with us, those expectations have been exceeded at this point.

Sincerely, thank you for all you have already done.

 

"Iam appreciative of Frumerman & Nemeth’s work with my investment firm and wanted to share with you what we believe our work together did for us.

Working with Frumerman and Nemeth was very beneficial to our developing a more professional public face for our firm. From the outset, Frumerman and Nemeth set clear goals and utilized specific tools to guide us in formalizing and documenting our investment process for use in communicating with existing and potential investors. This act of formalization was useful beyond our initial marketing objective as it also helped us better understand our own process and clarify our key strengths. You also helped us to understand areas where our process and the communication around it could be stronger, clearer and more effective.

In addition, your input on our marketing and communications regarding our investment process, your advice on communications talking points, and council and editing for enhancing our investment firm’s research reports, investor letters and our investor presentation was extremely helpful. We appreciate your helping us develop a more clear, concise and effective marketing and communications strategy."

 

"Working with Frumerman & Nemeth has been an important step in the growth of our business in helping us communicate the uniqueness of our investment approach and process, which uses artificial intelligence (AI) technology, to an investor audience largely unfamiliar with the field.

Given the newness of the use of AI in asset management it is an area often bereft of explanation. Frumerman & Nemeth guided us on how to avoid this opacity so as to distinguish ourselves in terms of transparent communication.

This has enabled us to explain to investors how we use proprietary derived data generated from our in-house created, AI-based quantitative analytics system to determine tradable signals from noise and how rather than capturing market inefficiencies we seek to exploit information and understanding inefficiencies. This work has provided investors with a framework to understand how we invest.

We are a young and ambitious company and look forward to many years of continued relations with Frumerman & Nemeth as we develop into the leading AI asset management company."

 

"Iwant to acknowledge Frumerman & Nemeth’s work in helping me with the development of a start-up investment management business.

As I explained when I first contacted you, I had been running a managed futures investment portfolio for my family based on a strategy I developed. With our primary business being owning and operating multifamily housing, I found the need to keep a portion of assets highly liquid, because we never know when we’ll need cash on hand to help fund acquisition of another property. I recognized that an allocation to a managed futures strategy would give us the potential to earn more than money market rates and also not be highly correlated to our core equity and fixed income portfolios or our real estate hard assets. Having not found a money manager whose investment process I liked, I tested strategy ideas of my own and started running a live portfolio with just my money.

After about three years, I happened to see CTA performance data and found that, after subtracting average management and incentive fees from my gross performance, my net performance seemed to be in the top quintile of managers at that time.

Over those years, as I went on to tell you, I had made mention of the managed futures strategy to friends with whom our family go boating. Some of them were curious to learn more about what I was doing and began inquiring whether they should consider investing with me.

That’s when I rang you, shared that story and said I was interested in having Frumerman & Nemeth help me build the communications about how I invest, and provide counsel on how to become institutional caliber enough business operations-wise to meet the due diligence and operations requirements of family office investors as well as high net worth investors.

After you helped me and my analyst understand what sophisticated investors would expect from us in their due diligence about my strategy, and then helped us develop that needed explanation, we had you create our company logo and graphic design elements. That done, we turned to business operations issues.

Your research on our behalf helped us identify the right short list of legal, fund administration, accounting and brokerage trading service providers to consider as we shifted our gears from running a personal portfolio to becoming ready to take on outside investors. We also appreciated your help in negotiating for the right services, and your further assistance in some cases in negotiating more favorable fees for the work we required.

It is unfortunate that health considerations have interfered with taking on all that is required from this point on to seek out and then manage outside investors, all while continuing to run our family’s core business.

You are talented and effective professionals. Your work, counsel and guidance for our businesses have treated us as would a fiduciary. And you have been a good friend as well. I appreciate all of your dedication and work.

 

"With 2018 drawing to a close, I note that it has been over three years since my firm engaged Frumerman & Nemeth to help build and then support our communications and marketing efforts as our outsourced communications and sales marketing consulting arm. I want to say thank you and acknowledge your work as part of our team.

As I said to you from the start, whenever I am able to hire better talent on an outsourced basis than I could get as in-house staff I will outsource that function.

Before launching my fund, when I first contacted you at the recommendation of one of my back­ office service providers, I was looking to build the explanation for how I planned to run my international small and midcap focused equity portfolio strategy. As I said then, most investors lacked such an allocation. Therefore, communications that educated them about that marketplace, as well as about my approach, was required from the start.

In building my firm's investment process storyline with Frumerman and Nemeth, I appreciate your help in spelling out the ten-step process for stock selection, asset allocation and risk management that my fund uses. Frumerman & Nemeth designed and produced our marketing collateral, including my firm's detailed stock research and market insight reports; and counseled on and facilitated the distribution of these to increase awareness of our views on investing.

Early on, I agreed with your observation that most panelists and speakers at industry conferences come across as unmemorable because they do little, if any, preparation. Putting in the time and effort to together craft thoughtful, and timed, speeches has kept me on point, audience-focused, and within the time allotted.

You have given valuable advice on how and what we communicate in one-on-one meetings with prospective investors. Sometimes this included accompanying me at my request in an observer capacity at capital introduction events and investor conferences. The observations and recommendations shared on the spot helped improve and fine tune how I communicate with prospects.

While Frumerman & Nemeth is neither a third-party marketing firm nor paid introducing agent, you have, for no fee, made introductions to family office investors that resulted in my firm attracting one as a client.

I also appreciate that working together day-to-day with you on our strategizing and content creation we get much accomplished in the shortest amount of time. It makes a difference working on communications with someone who understands, and can talk, portfolio management detail at the same level as a portfolio manager.

Being an emerging manager, I note and appreciate that the attention and speedy turn-around delivery time on tasks that Frumerman & Nemeth carries out for us equals what a multi-billion AUM sized money management firm would expect. It is clear you personally care about my firm's success.

As I shared with you at the time, what I wrote when corresponding with one family office investor, Frumerman & Nemeth "has been instrumental in coming up with all those beautiful presentations and other marketing materials for my fund over the years". And as I wrote another, out of all the people associated with us, you are "the most well versed in our strategy" and have been "instrumental in helping me with my marketing material, and providing invaluable advice on how to tackle various issues involved with hedge funds."

As I've said to you before, adding Frumerman & Nemeth to our team has proven to be the smartest business decision we've made for growing our business. Thank you again and best wishes for the New Year!"

 

"Before meeting and hiring Frumerman & Nemeth, I had used many public relations and marketing companies. The very first time I met with you to see how your financial communications and sales marketing consulting firm could help my independent financial planning/investment advisory wealth management firm, I knew you were different and just what we needed.

For some twenty years, Frumerman & Nemeth provided my company with invaluable consulting, guidance and copywriting, from new business development and investor relations to media relations marketing support. Your writing skills are the best I have seen of any firm in my 35 years as President and CEO. Your diligent work allowed us to grow the company to over 20 times its original size compared to when we first retained you. Your caring and friendship was an added bonus.

Recently, we sold our company. We would never have received the offers and the ultimate selling value without your talent, caring and dedication.

Thank you!"

 

"We were very happy to have hired you in the past year.

Until we hired you we had been unable to synthesize our investment style into a succinct message to potential clients. Each on the investment team would focus on different items and subjects with various clients making our message inconsistent and different at each meeting.

With Frumerman and Nemeth we worked hard to determine what the portfolio really does to achieve returns. This process was hard but fruitful.

[You] developed a story line with the marketing group, asking questions repeatedly in a different manner each time. By doing so [you were] able to determine the items everyone agreed on. This was a clearly good starting point.

The storyline development project has had a significant impact on us internally. More important, in the end, we all agree on the final message we need to be imparting.

Internally we would have been unable to develop this agreement on message unanimously. We needed an outsider who knew portfolio management in detail as well as the thinking and due diligence needs of sophisticated institutional investors.

With the new brochure you helped us write, we have a clear, distinct message we can be proud of. It also gives us the right words to use consistently in each meeting.

Thank you for giving us new tools to maximize our business and our fund."

 

"Making Frumerman & Nemeth part of our team this year, my investment boutique accomplished the new marketing and communications objectives we set for ourselves. To say thanks, we want to recap the processes and achievements of the past year. For this, I looked over the email paper trail of my correspondence to you throughout this work.

Our mandate to Frumerman & Nemeth was to help us to address four key tasks:

1. Analyze our firm’s range of fixed income core investment strategy offerings and provide counsel, from an institutional, buyer-focused perspective, as to which of these to concentrate on in new business development efforts.
   
2. Analyze the performance attribution data available on our firm’s strategies and provide counsel as to how to best use what the data reveal, as well as how to market that our key strategy meets its mandate objective despite the data not ranking the product among the top performing tier of what is classified as our competition.

3. Help us create a cogent, compelling and transparent beyond-the-numbers storyline explanation of the philosophy, approach and methodology we use in order to answer institutional investors’ subjective-based due diligence questions, What are our investment beliefs? and What is the investment process we follow? Then, create the marketing collateral document that retells that story to our prospects in print; something that we recognize no flipchart can communicate.
4. Help us use industry conference speaking as a communications and sales marketing opportunity to get our firm in front of more prospective investors, build a brand identity for our investment boutique and share insights with prospective investors that can help them make more educated investment allocation decisions.

Also, as our investment strategy takes a different approach to what most of our prospects initially think of when considering our area of core fixed income investing, we seek to reset the thinking of investment committee members regarding how they can gain greater control of their fixed income returns and risk exposures. So, we asked for assistance to negotiate our conference participation at the leading annual conference for our target clientele, and to write the speech we would give at a stand-alone session on the event agenda. We also sought counsel on leveraging that speech content to use with prospects who did not attend the conference.

Frumerman & Nemeth’s deliverables beyond the consulting gave us more and better tools with which to tell our story and use thought leadership sales marketing to help expand the reach of our new business development efforts.

As we requested, you created our How We Invest storyline, communicating in writing the detail of the philosophy, approach and methodology we employ in delivering over the long-term above benchmark returns at below benchmark risk. Next, as requested, Frumerman & Nemeth designed and printed our new How We Invest marketing document, giving us an additional tool beyond the flipchart for communicating with prospective institutional investors and delivering in print the due diligence content we know they look for and vote on at the investment committee level. I commented to you at the time that it looks great and I know it will differentiate us through your hard work and insight.

What you’ve put together has made a difference. Using our new storyline and language makes for a lot better meeting. We are not all over the place now when having to answer ‘What are you doing for us?’ or ‘What can you do for us’?

As I shared with you, when I presented our new Storyline to a leading investment consulting firm, who is the advisor/gatekeeper to a large foundation, he said to me that no manager has ever annunciated methodology detail to them the way we just did.

Then, you and we turned to thought leadership development. Taking into account stories we shared with you about where we have seen fiduciary and risk management challenges that some investment committee members have sought to address, Frumerman & Nemeth came up with the theme for us to present as a stand-alone speaker at an annual industry conference of our prospective investors. You then wrote the speech that communicated how our firm thinks and did so the way in which I speak. You folks also designed the e-document speech transcript, which we sent out immediately after the conference to both attendees met there and to prospective clients our business development program is pursuing.

The speech really came together as thoughtful, experienced comment, and it supported our theoretical foundation. Its impact was immediate. Right after the speech one investment committee member approached me and said “You spoke exactly to my problem. I’m being hounded by a big mutual fund company to put money into these go anywhere bond funds, and I don’t think that is prudent.” He then said he wanted to schedule for me to present to his investment committee. Then another investor approached me. He told me he knew my firm is running a portfolio for one of his national foundation’s state level organizations. He said he was on the foundation’s investment committee at the national level, and that he wanted to arrange for me to present to them. All this while just walking from the podium to the coffee in the next room. As you know I shared in writing with my staff in the midst of our work this year, I sincerely believe Frumerman & Nemeth is passionate to do a great job in writing, prodding, and making us better at understanding ourselves and communicating.

With this year’s mandates completed, honestly, I feel you got us there. We’re now on even keel and on course for communicating with greater transparency and clarity in the coming year.

You put a lot in. Thank you for the good work."

 

"As I shared with you when we first spoke, when I was discussing my business development plans in advance of the launch of my hedge fund with one of my fund’s back office service providers he asked how I planned to market and explain my new strategy. In response, I handed him the PowerPoint presentation I’d just had created by a pitchbook design firm. Upon reading it he made two observations and one recommendation. He said to me that I was a smarter portfolio manager than what the document conveyed. Next, he noted that the marketing collateral concentrated far too much on what I did in my past life as a mutual fund manager with a long, successful track record running a highly diversified long-only strategy, and explained far too little about the new long/short, concentrated portfolio strategy I intended to run. As a result, he said, it would be very difficult to market with this as my content and my sole communications tool. Then, he recommended I place a get acquainted call with Frumerman & Nemeth.

Once you explained to me Frumerman & Nemeth’s methodology for getting out of my head and onto paper a detailed, transparent explanation for how I think and how I assemble and manage a concentrated basket of holdings, and how you planned to apply that content beyond just the typical flipchart pitchbook, I recognized how the end result of this effort would be providing investment committee members with the very information they would seek in conducting their due diligence and for deciding whether they understand and buy into the veracity of my approach to generate alpha.

In that initial project work with you we uncovered that what I was at first explaining to be a four step investing process was actually, from the sophisticated investor’s point of view, a ten-step process for stock selection, asset allocation and portfolio monitoring. It certainly turned out to be a benefit to be working with financial communications marketing professionals on my team who understand, and can talk, portfolio management detail at the same level as a portfolio manager.

Upon completion of building my new firm’s storyline on investment process and on the market in which we invest, and your marketing collateral production work, I asked Frumerman & Nemeth to be my firm’s ongoing outsourced communications and sales marketing consulting arm. As I said to you, whenever my firm is able to hire better talent on an outsourced basis that I could get as in-house staff we will outsource that function.

We are now at the twelve month mark of working together and have accomplished quite a bit. Frumerman & Nemeth’s counsel, copywriting and design support and sales presentation coaching, continue to help us build our business. Beyond the marketing collateral to introduce people to how we invest, we have now structured with your help how we write our detailed stock research reports to share with our investors. You have introduced us to the right third-party marketing firm and created the tools to supply them to represent us. You have helped craft the speeches and panelist remarks I’ve delivered at investor conferences. You have coached and counseled on how and what we communicate in one on one meetings with prospective investors. You have helped us structure and organize how we manage our investor relations and sales marketing efforts to prospective investors around the world.

As I remarked to you, adding Frumerman & Nemeth to our team has proven to be the smartest business decision we’ve made for growing our business. Thanks."

 

"After I formed my first-of-its-kind registered investment advisor, I realized that we needed to educate the plan sponsor market to understand that we intended to serve a new asset class that they already owned, but didn’t realize it: exposures to and payouts from litigation arising from portfolio holdings such as class action securities fraud or market manipulation cases. To help me try to achieve this tall task, my compliance consultant referred me to Frumerman & Nemeth, which was widely known as an expert in helping clients explain and market alternative strategy investments.

I knew that building a new market for my firm’s services required creating a complex conceptual and education-focused marketing effort for two key reasons: the strategy involves finance, legal, insurance and regulatory components that are more complex than most, and the strategy is about an otherwise unmanaged, and largely ignored, asset that derives from the portfolios of all institutional plan sponsors.

We needed to communicate that our RIA offers asset management services that seek to improve the value of portfolio holdings by identifying losses arising from plan sponsors’ domestic and foreign portfolios caused by potential fraud or market manipulation, evaluate and monitor resulting litigation, and seek to improve recoveries on those claims. That is a mouthful to explain. Complicating our task to developing a market for the services, what we offer first needs to be explained in detail to the in-house legal counsel at an institutional plan sponsor, and then by the legal counsel to the investment committee.

Accordingly, I undertook an extensive search for a consultant to provide communications and sales marketing consulting services. As I told you after you shared your perspective on how my firm should undertake this effort, and in what order, Frumerman & Nemeth was the only firm I’d interviewed that demonstrated it actually understood portfolio management detail, offered useful insights on the institutional investments selling process, and that counseled a sensible, buyer-focused plan of action for us. Other financial communications firms that I spoke with tried to sell me on press release-focused publicity; but offered nothing about how to directly educate and persuade my target market.

As we’re now well into our second year of a retainer relationship we wanted to acknowledge how much has been accomplished to date with Frumerman & Nemeth on our team. We look forward to your continued work in helping us shape and grow our business, and our product line, in what is truly among the most alternative of the alternative asset classes to which all major institutional investors have exposure and need to manage."

 

"As I explained when we first met, our money management firm, which had never marketed itself, needed to expand its client base. The business was launched several years ago at the request of a few institutional plan sponsor clients, who we served for several years with a good performance track record. Yet, no one outside of the plan sponsors knew of our firm.

An additional challenge was that the short and mid-term duration real estate-related yield generating investments in which our firm specializes, which primarily fund project construction, do not fit in either a core fixed income or a traditional real estate investment allocation bucket. For these reasons we sought counsel from Frumerman & Nemeth regarding new business growth and storyline development to position and explain our strategy and investment process to prospective investors.

Frumerman & Nemeth’s analysis and counsel helped identify opportunities our firm had yet to consider. You observed that the alternative yield generation characteristics of the strategy could be appealing to both family office investors as well as institutional plan sponsors. Our executive team agreed it was worth initiating an outreach sales marketing effort to this additional market segment of prospective clients, and we have recently begun to network in that space.

In analyzing our firm’s comingled financing of project construction for multi-family, student and senior housing, and below utility scale solar and wind facilities, Frumerman & Nemeth offered further insight that some family office investors might be interested in a segregated offering that funded alternative energy project development only. This would provide the double benefit of qualifying as an SRI investment for those seeking to make such allocations. It was also suggested to us, and we agreed, that it would be productive to poll prospective family office investors to learn whether they would be more interested in allocating to our firm’s strategies through the existing trust vehicles used by our plan sponsor clients, or to have separate investment vehicles created for them, either on a managed account or pooled LP-type vehicle.

Further, Frumerman & Nemeth helped us construct storylines and marketing collateral to explain to both institutional plan sponsors and family office investors the investment processes we follow for our real estate focused construction financing investing and our alternative energy focused construction financing investing, and provide a history on the atypical origin of our investment firm. Armed with these marketing tools we recently initiated our introduction to prospective family office investors and have begun distributing information describing how we invest to prospective plan sponsor clients.

Lastly, with Frumerman & Nemeth’s copywriting support, we crafted answers to the subjective essay questions posed to us in an institutional RFP, and put in place key copy blocks to use with consistency in responding to future proposals.

We would like to acknowledge the work Frumerman & Nemeth has done both in helping us identify and evaluate marketplace opportunities, but also in helping us craft a crucial investment storyline for the future growth of our business. We are now better equipped to educate and persuade investors on the role our money management firm can serve within their total portfolio allocation, and the investment process we follow to deliver alternative yield generation in strategies that are not highly correlated with institutional investors’ traditional core fixed income holdings.

Thank you."

 

"Having just completed nineteen years with Frumerman and Nemeth on our team as our outsourced communications and sales marketing consulting firm, I’d like to offer recognition for what you have done for our financial planning/investment advisory wealth management firm.

You have helped us create a market presence and brand identity that exceeds our size, enabling us compete over the years against larger companies. To achieve this you’ve helped us develop more and better sales marketing content so that we were able to market to higher net worth individuals, and to raise our required client minimum from $250,000 in investable assets, when you first began working with us, to $2 million. Your work helped us grow from what began as a small firm in New Jersey to a Manhattan-headquartered wealth management firm with a second office in Princeton, NJ.

Among your actions to help differentiate us, you built the storyline we have used for decades for teaching people how we approach financial planning and the added value behind it; you created and named our firm’s “Wealth Building Formula®” process; created and named our firm’s proprietary Integrated Cash Flow Management(SM) approach; and created our firm’s “Helping build and preserve wealth” tagline.

Further, through the articles you conceived of, ghost wrote and placed for us — including over 50 bylined pieces on financial planning and investing topics — Frumerman & Nemeth established our brand identity in the marketplace as one of the few wealth management firms recognized nationally as specialists in working with the owners of privately held businesses and of medical practices. Your development and content creation for our website blog effort put in place a digital marketing outreach program for the firm that leverages our insights above and beyond our exposure in outside media.

Through your efforts, we have enjoyed receiving industry award recognition. You often nominated our firm for such recognition and undertook writing the required answers to due diligence essay questions asked by awards committees for their review and consideration. Over the years, we’ve appreciated receiving award recognition that included Worth magazine, Medical Economics magazine, and Wealth & Finance International’s 2015 Wealth & Money Management Awards naming the firm Best Wealth Management Services for Family-Owned Businesses - New York.

As I’ve often remarked to you, you are the best writers on financial topics that I had ever met. Beside the articles you wrote on the behalf of our firm for media coverage, you also helped with quarterly letters to investors and co-wrote marketing and industry conference presentation speeches and developed slides for me and my partners to use in speaking on issues ranging from a financial planning education seminar series for medical practice owners to M&A considerations for buying or selling a wealth management firm. You have organized press coverage with the financial media for us, and coached us on just what to say and how to say it in interviews.

Also, your strategic counseling nearly two decades back helped our firm to improve the sophistication of its investment allocation offerings and its money manager due diligence, thereby playing a useful role in our ongoing efforts to continually improve what we do and how we do it.

I’ll end with reiterating some things I originally wrote you back in March 2000: 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. What we pay you for services is not enough to express the gratitude and appreciation for what you have given us.

You have made a positive, powerful contribution to our business. Thank you for being part of our team."

 

"Returning to Frumerman & Nemeth to help launch my new investment strategy was just like returning to work with old friends. Because we worked together so successfully a few years ago, I didn't hesitate to phone you when it was time for communications marketing support for my new product.

You helped refine my thinking on how to position and explain my atypical private equity real estate investing strategy, and together we developed an action plan for marketing to the right types of prospects and potential sources of referral.

As I said when I came back to work with you again, acquiring, owning and operating income generating multifamily housing in semi-rural areas takes some explaining. Compared to the more traditional investments in residential housing properties, telling the strategy story for our off-the-beaten-path real estate opportunity requires educating people about the market in which we invest before we can get into explaining our investment process. People have to understand and appreciate what I am investing in, and why, before I can discuss process. So, I knew this had to be built into both my shorter elevator pitch and full presentation.

As before, when you helped me better explain and market my fund that originated and serviced short-term, commercial real estate-backed bridge loans, I now have a clear story to tell about the why and how of my new strategy: the benefits that led me to select this type of private equity investing and how I go about assembling and managing a separately managed account portfolio of income generating properties for high net worth investors.

The speech I gave at the latest family office conference to introduce my alternative real estate investing strategy, which you helped me craft, is serving a useful afterlife in my marketing collateral. Having my speech transcript in my leave-behind brochure helps me retell, in print, my personal story as an investor and portfolio manager to prospects who were not in attendance. Also, the speech copy adds context to the role my strategy can play within their total investment portfolios. I appreciate your helping arrange that speaking engagement and my marketing materials distributed there.

Now I turn to carrying out the action plan we created for my new business prospecting among potential sources of referral and prospective investors. Thanks again for your work and being part of my team again."

 

"I appreciate all your efforts in helping me create the storyline and marketing materials to explain and sell people on my new firm's portfolio strategy.

The initial feedback I'm getting from outsiders is very promising. One university endowment officer I met with commented that he really appreciated my 'evergreen' brochure that fully explains my investment process. He added that nine out of ten times he only gets a flip chart pitchbook from those who pitch him, so he often lacks the investment process detail he needs for his due diligence in an easily accessible marketing piece. Another endowment team I met with echoed that feedback. After telling me they liked how my investment process is clearly spelled out in my 12-page brochure-format marketing piece they then complained to me about getting too many 50-page pitchbooks from other money management firms. It's nice to be in a position where I am differentiating my firm from the competition at the same time I'm making prospective investors' jobs easier with my written storyline about how I invest.

Also, I've already received positive comments from other money managers about how professional my first quarterly letter reads and looks.

My new marketing collateral and graphic identity looks great and works well for me. I do very much like the look and feel they convey. Great design work!

I've valued your willingness to indulge my way of learning as we improved how the flow of my presentation can go at in-person meetings with prospects. Your research for my firm turned up some good contacts for me to reach out to.

You guys are the best. As I said to a business colleague whom I referred to you, I can't recommend you highly enough."

 

"Thanks for helping us think out how to explain our new hedge fund strategy and for creating the copy and marketing materials for communicating our thinking to prospects. The storyline Frumerman & Nemeth built for us to use in our pre-launch marketing enables us to weave in how the thinking behind our long only strategy, whose storyline you helped us craft five years ago, serves as the foundation upon which our new long/short strategy was constructed.

Having a concise and differentiated way to communicate how we think and invest has reduced both the amount of time it takes for an investor to understand what we have to offer and for us to determine whether a suspect is a prospect or not.

Your work for us is much appreciated. While you can’t make market conditions easier you have surely given us the tools to more easily explain how we invest and communicate what we believe is our competitive edge."

 

"It was a pleasant surprise when my joint venture partner for my new hedge fund product told me he’d found and hired a communications marketing expert to help with our project and it turned out to be you — someone I’d worked with before…over 26 years ago!

You did such a great job in building the storyline and marketing materials for that joint venture product that I then hired Frumerman & Nemeth to craft a fresh storyline to better explain and differentiate one of my existing hedge funds. We’re printing the new marketing material you made us and getting it into the hands of our sales people. Thanks also for your consulting work for keeping us up to speed on best practices for serving institutional investors."

 

"Thanks for your communications marketing work over the past three years for our Asset Backed Lending hedge fund strategy. As part of our team, Frumerman & Nemeth helped us grow from pre-launch to over $220 million in assets under management.

The storyline you helped us create to communicate our process both explained our fund and differentiated us from competitors. Your helping us gain industry conference speaking opportunities, and developing focused points to communicate at these events, increased our profile and promoted our expertise. Your targeted media relations marketing work that resulted in the feature profile article about us in Euromoney served as a very useful door opener when we introduced ourselves to prospective fund of funds investors offshore.

When we develop future products we will be pleased to have Frumerman & Nemeth on our team again."

 

"As the decade draws to a close it occurs to me that Frumerman & Nemeth has been our financial planning and investment advisory firm’s communications and sales marketing counsel for three and a half years. Your work has played a key role in redirecting our business, strengthening our ability to market and enabling us to better differentiate ourselves from the competition when we communicate with clients, prospects and those who influence them. So, as I pass on season’s greetings I also want to pass on our thanks for everything you’ve done for us to date.

When we first made Frumerman & Nemeth part of our team our firm had undergone a change in executive management and was looking to set a plan of action for pursuing higher net worth prospects, marketing to potential sources of referral and creating a more institutional quality level of client servicing and investor relations. Your counsel on refining a positioning strategy and branding for our firm and your help in developing the detail of the action plan with me got us off to a good start.

Back then, we had confusing explanations about our services and how we worked with clients. Our marketing collateral and website copy echoed that problem, and the caliber of our graphic design work exacerbated it. Our corporate graphic identity and the look of our marketing collateral did not represent the professionalism of the work we do for our clients. While we are based in a small town, and happy to be so, we required marketing storylines, copy and a graphic identity look and feel for our firm tantamount to that of our bigger city competition. Frumerman & Nemeth created these for us.

That accomplished, you helped us develop new prospective client profiles that better defined the target market we now could pursue. This proved valuable in focusing our staff members who were prospecting to individuals, and concentrating our marketing to potential sources of referral such as accounting and law firms. Next, Frumerman & Nemeth helped me develop presentation and seminar topics, write my speeches and create my slides. Using these, I could effectively explain to audiences of accountants and attorneys how we could help them help their clients. This was also important for our firm when it came to recommending a cross selling and referral process to the accounting firm that is a part owner of our business.

Frumerman & Nemeth has also been an integral part of our investor relations communications with clients, writing many of our quarterly letters and coming up with the topics as well. Additionally, your counsel and copywriting work helped us educate our clients in layman’s language about changes that we wished to make in their investment advisory agreements and investment policy statements, and how these would benefit them.

It’s the little things, too. When we were named to lists of top wealth managers you came up with ways to make the most out of it; from personal letters to clients to crafting ad copy that differentiated us from, and put us a cut above, the other named firms.

As I know I’ve said to you before, I’m very satisfied with the results of our work together. You’ve given us more and better ammunition with which to tell and sell our story to those who do not know us. (As we’ve discussed, I now see the lightbulb going on over the heads of prospects more frequently when speaking about what we do.) You’ve helped us make more evident to our clients the added value we bring in overseeing their financial plans and investment portfolios.

One of the most valuable things I get from having Frumerman & Nemeth on our team is the strategic and tactical counsel that helps me see the forest for the trees as I make business management, marketing and client service decisions. Your extensive experience in working with wealth management and investment management firm clients and your insights about the issues that are, or should be, of concern to us and our clients help me make more informed decisions for our business and our clients.

The economic environment at the start of this new decade provides a once in a generation opportunity for boutique financial planning and investment advisory firms such as ours to help investors rebuild lost wealth and better manage their financial futures. Frumerman & Nemeth has helped put us in a position to make the most of this opportunity and continue to grow our business.

So, as I said at the start, thanks again for everything you’ve done for us to date and season’s greetings to you both!"

 

"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."

 

"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."

For all of these things, you have my highest recommendation."

 

"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."

 

"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."

For all of these things, you have my highest recommendation."

 

"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."

 

 

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