Services

Fund Services
 
  

Marketing and Advertising

  • Perform target market and distribution channel analysis and consulting
  • Create marketing tools & communications
    • Monthly / Quarterly fact sheets
    • Semi Annual / Annual Reports
    • Informational brochures
    • Quarterly newsletters
    • Advisor promotion materials
    • Broker Guide
  • Teleservicing - see Prospect Services
  • Sales Reporting
  • Coordinate advertising
  • Hire and manage wholesalers
  • Provide public relations consulting
  • Provide web site project management & design
    • Site construction
    • Testing and deployment
    • Search engine promotion
    • Campaign integration with other promotions
    • Internal and external content maintenance
    • Web site hosting


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