Investment Approach

We’re pretty strong advocates for using video, over and above the printed word, to help RIAs distribute their intellectual capital. The reasons are fairly straightforward:

  • Preferential SEO treatment
  • Mobile device friendly
  • Social sharing friendly
  • Infinitely replicable
  • Visual portrayal of credibility-lending non-verbals
  • Ease of distribution

For this project, we first helped our client define their investment approach – generally the most difficult part of the process even though, in this case, they have been using this approach everyday for the past 26 years. We then worked with their team to determine the best way to bring this investment approach to life so that it could become an asset to the firm’s online branding efforts.