DEVELOPMENT

BRANDING AND MESSAGING FOR THE ALTERNATIVE INVESTMENT AND WEALTH MANAGEMENT SPACE

A well-defined message articulates the caliber of the firm as a whole, as well as its core values and key differentiators. The message should be so thoroughly mastered that it becomes second nature for the portfolio manager and should be presented in a way that is consistent and easily summarized for clients, investors, and prospects to understand.

Subsequent to the development of the firm's message, Karman creates the firm's identity and implements it by developing new marketing materials to ensure consistent branding throughout.



Karman's development technique:





For more information on how to outsource your investor relations and marketing efforts please direct your inquiries to Jessica Brooks at 917.566.9212 or jessica@karmanadvisers.com.

 

Karman's design experts incorporate an existing logo or start from scratch and add it to the firm's:

- Presentations
- Pitchbooks
- Monthly Fact Sheets
- Due Diligence Questionnaires
On a continual basis Karman can be your outsourced investor relations platform to:

- Update all marketing materials:
  presentations, pitchbooks, fact
  sheets, and DDQ's
- Populate “the funds” statistics to
  investor, consultant, and
  advisory databases
- Write and update RFP's and RFI's
- Maintain FAQs database
- Compose press releases and
  obtain media coverage