Our work has helped money management firms
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 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.
We work directly, and successfully, with the money 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.
our work has encompassed the following financial areas
Financial Services Firms
Wealth Management Firms
Investment Research Providers
Private Portfolios (financial planner managed)
Separate Accounts (SMAs)
Fund Of Funds
- Corporate Bonds
- Mortgage-backed Seciurities
- Municipal Bonds
- Currency as an asset class
- Currency overlay
- Private debt
- REITs / Distressed real estate
- Gold futures / "GOFO"
- Payouts from securities litigation
- Multi-family Residential
- Mobile Home Parks
- Variable Life
- Disability Income
Investments & Strategies
Large, Mid, Small and Multi Cap
Value, Growth, GARP, Momentum and Blend
Fundamental and Quantitative
CTA / Global macro
Actively managed ETF strategies