Marketing & Sales: Investor Relations
The importance of regular communication with clients cannot be overstated. During periods of difficult performance, straightforward communication is often the difference between holding or losing an important client. An advisor's reputation for communicating well or poorly with investors can also affect the investment decisions of potential clients. This can be a time consuming and sometimes unpalatable activity for the manager that diverts energy from portfolio management. Spectrum can professionally manage this critical function so advisors can focus on trading activities.
Spectrum's investor relations services include:
- preparing and disseminating periodic correspondence with investors and creditors
- managing communications with investors and creditors to make more efficient use of the advisor's time
- directly responding to investor requests whenever possible
- maintaining a database of investor information
- creating a website for
electronic communication with investors and
creditors
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