Our work has helped money management firms
attract 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

Beyond-The-Numbers Marketing Specialists

Frumerman & Nemeth has become internationally recognized for its expertise in helping clients create the beyond-the-numbers ammunition they need to do a better job than their competitors in educating and persuading sophisticated investors to understand and buy into how they invest. This is the very content investment committees actually discuss behind closed doors and vote on when considering firms on a short list for potential investment.

Our clients hire us for our ideas, insights and content deliverables regarding what to say, how to say it, how to communicate it in written and verbal form throughout the selling cycle, and how to get third-party endorsement for the intellectual acumen of management. Our work equips clients with more and better tools for making it through the due diligence gauntlet, including the two month to two year selling cycle faced in marketing investment offerings to sophisticated investors.

Who We Serve

We work directly, and successfully, with the investment firm owners, portfolio 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.

Money management firm clients range from multi-billion AUM sized investment management firms to one person pre-launch businesses with zero AUM. Also, our clients have included family offices who developed and were running in-house strategies for themselves where they later realized they had additional capacity and wanted to put it on offer to other family offices and other such institutional investors, as well as independent, fee-only financial planning/investment advisory wealth management firms.

What Can Differentiate Your 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.

Beyond-The-Numbers Marketing Specialists

Frumerman & Nemeth has become internationally recognized for its expertise in helping clients create the beyond-the-numbers ammunition they need to do a better job than their competitors in educating and persuading sophisticated investors to understand and buy into how they invest. This is the very content investment committees actually discuss behind closed doors and vote on when considering firms on a short list for potential investment.

Our clients hire us for our ideas, insights and content deliverables regarding what to say, how to say it, how to communicate it in written and verbal form throughout the selling cycle, and how to get third-party endorsement for the intellectual acumen of management. Our work equips clients with more and better tools for making it through the due diligence gauntlet, including the two month to two year selling cycle faced in marketing investment offerings to sophisticated investors.

Who We Serve

We work directly, and successfully, with the investment firm owners, portfolio 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.

Money management firm clients range from multi-billion AUM sized investment management firms to one person pre-launch businesses with zero AUM. Also, our clients have included family offices who developed and were running in-house strategies for themselves where they later realized they had additional capacity and wanted to put it on offer to other family offices and other such institutional investors, as well as independent, fee-only financial planning/investment advisory wealth management firms.

What Can Differentiate Your 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.

Our work has encompassed:

Financial Services Firms

  • Investment Advisors
  • Wealth Management Firms
  • Financial Planners
  • Family Offices
  • Investment Research Providers
  • Broker/Dealers
  • Insurance Companies

Money Management Firms

  • Hedge Funds
  • Institutional Portfolios
  • Private Portfolios (RIA managed)
  • Separate Accounts (SMAs)
  • Fund Of Funds
  • Mutual Funds

Product Classes

Equities

  • Domestic
  • International

Fixed Income

  • Corporate Bonds
  • Emerging Market Debt
  • Mortgage-backed Securities
  • Municipal Bonds

Non-Traditional

  • Currency as an asset class
  • Currency overlay
  • Derivatives
  • Managed Futures
  • Private debt
  • REITs
  • Distressed real estate
  • PIPEs
  • Gold futures / “GOFO”
  • Payouts from securities fraud litigation

Real Estate

  • Multi-family Residential
  • Mobile Home Parks

Insurance

  • Variable Life
  • Disability Income

Investments & Strategies

  • Large, Mid, Small and Multi Cap
  • Value, Growth, GARP, Momentum and Blend
  • Fundamental and Quantitative
  • Long/Short
  • Market Neutral
  • CTA
  • Global macro
  • Multi-factor Analysis
  • Private Equity
  • Actively managed ETF strategies
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