HOW WE ENGAGE
Inbound marketing delivers 54% more leads into the
marketing funnel than traditional outbound leads.
HubSpot, State of Inbound Marketing Report 2014

Analysis & Strategy
- Competitive Analysis
- Branding
- Website Audit
- Marketing Material Review

Content Marketing
- Blogs
- Landing Pages
- Calls to Action
- eBooks
- Email Marketing
- Pitch Books
- Fact Sheets

Inbound Marketing
- Lead Generation
- Pay-Per-Click Advertising
- Social Media
- Website Audit
- SEO

Website Design
- Graphic Design
- Attract Investors
- Convert Customers
- Close Clients
Compliance
The rules for marketing communications and social engagement for financial services firms is of course, ever evolving. The requirements for RIAs, separately managed accounts, private equity, and mutual funds may be somewhat less restrictive in general solicitations than that for hedge fund managers.
The majority of social media usage – on LinkedIn, Facebook, Twitter, Google+, YouTube, and blogs, for example, are considered interactive content by FINRA. Current guidance for RIAs, SMAs, and private equity firms in social media holds that the use of internet-based social media communications must be viewed and monitored in the very same way as written communications and in-person conversations. Regulations and suitability requirements also apply to any forms of your advertisement, sales literature and correspondence when used in social media.
For hedge fund managers, the JOBS Act may provide an opportunity for smaller firms that are less well known to get noticed by investors, which otherwise may have been inaccessible. If this is you, new opportunities to build a brand, which allows you to communicate your core values to a wider audience, may have positive implications on future fundraising.
We’ll work with your legal and compliance departments to ensure that communications are in accord with the appropriate guidelines and requirements.
Past performance is not necessarily indicative of future results. We’ve seen in it a million times. It’s true, and a necessary component of all your marketing communications.