Marketing Brochure, Full Size   A team or practice creates a first and lasting impression with a marketing brochure. The 81⁄2” x 11” or 9” x 12” brochure features color images, descriptive copy written just for you, and an optional back pocket for bio information about your team, fee schedules or ADV. $3,999

Marketing Brochure, Business Size This unique brochure format is professionally side-stitched, fits a standard business envelope and is designed to reflect your mission, services and commitment to clients with as many pages (increments of four) that you need to convey your message and information.  $2,999

Marketing Brochure, Tri-fold  Perfect for sending with a cover letter, this standard business size 6-panel brochure tells your story in an easy-to-read, attractive format with appropriate space for discussion of your unique strengths and special qualities, your investment process and the client profile you are serving.  $2,299

Bio Sheets  An all-purpose financial advisor bio is an 8.5 x 11 sheet that captures your professional experience and proficiency, education and areas of focus so prospects can see at a fast glance the strengths that you bring to an investment relationship.  Professionally designed and delivered as a hi-resolution pdf file for fast, quality in-office reproductions.  $1,999

Pitch Books  Our wide range of experience developing pitch books has taught us that these projects have a lot of variables.  Are you presenting a proprietary strategy? Do you need help defining and articulating that strategy? Or is the pitch book a “refresh” of your firm’s capabilities. These are the questions that will help us establish the scope and price of your pitch book project.  Price upon request