BECAUSE THERE IS A BETTER WAY TO MARKET
Keys to better cycling: time in the saddle, ride with better cyclists and a proper bike fit
WE ARE A TEAM OF SEASONED PROFESSIONALS FROM INVESTMENT
MANAGEMENT, INSURANCE, BROKER-DEALERS, BANKS, AGENCIES
AND FINANCIAL CONSULTING FIRMS.
The great Chicago architect Daniel Burnham said “make no small plans.” We like projects that are unique and have depth, that make genuinely new products and services available to the investment marketplace, that offer compelling stories about highly talented people who know what they are doing and do it well. We like clients who are highly engaged and enthusiastic about delivering value to their clients.
ENGAGEMENTS WE LIKE
We are industry leaders who understand how financial products are created and sold, in addition
to recognizing the challenges presented by selling into multiple distribution channels.
We know the issues because we have been in your shoes.
ENGAGEMENTS WE DON'T LIKE
We love a challenge, but don’t ask us to do stuff that might come back to haunt your organization, use our services as a foil for in-house work or view us as a “temp” answer to shrinking resources. If your products or services need heavy reengineering to be competitive, if your organization is unable to make decisions, if you simply want low-end tactical execution, then we may not be the best fit for you.
we have worked with some good people
Sometimes it makes sense to work on a particular campaign, other times you just want us to be your sounding board.
Whatever works for you works for us.