Editorial & Copywriting
Marketing Communications – We’ll work with you to develop high impact copy for product brochures, sales support materials, newsletters, web sites, direct mail, ad slicks, prospecting letters, client seminars and other key deliverables.

Investment Updates – We’ve written literally thousands of shareholder reports, quarterly portfolio reviews and other investment updates. Just give us the portfolio manager contact info and consider it done.

Project Management & Design
We are experienced project managers and have ready access to a broad network of design and production resources. Because of our low overhead, BICG can provide turnkey support for the development of marketing materials on a very cost-effective basis.

Messaging Strategy & Concept Development
We can partner with you to brief a project and clearly define deliverables, communication objectives and key messages. Based on this process, we’ll propose a number of alternative themes and accompanying creative concepts. (Or, you can just tell us what you want done and we’ll do it.)

REPRESENTATIVE BICG PROJECTS

Researched, briefed, developed theme and wrote corporate annual report for leading independent brokerage firm (2003 through 2008).

Developed a series of advisor and client seminars (excerpt) on portfolio construction, risk and retirement for a top direct mutual fund provider

Researched and wrote communications for leading investment manager’s global real estate product launch.

Developed retirement season branch campaign for customers and salespeople of a top bank’s brokerage unit -- concept, copy, design, and print management.

Expert shareholder report coverage across all asset classes, including:

Core Equity
Sector
Sector
Convertibles
US Bond
Global Bond

Other assignments successfully concluded:

• Ongoing coverage of shareholder reports and quarterly broker updates for 40 funds within a mutual fund complex
• Developed suites of sales support materials on retirement planning, asset allocation and IRA rollovers for a leading brokerage firm
• Developed suite of communications promoting leading private bank’s wealth management services to other business lines within its organization
• Developed direct mail and advertising copy for major brokerage firm’s new multi-manager product
• Wrote and designed asset allocation seminar for leading vendor to investment industry
• Conceived and wrote direct mail piece cross selling bond funds to equity clients within a mutual fund complex
• Developed content and copy for 401(k) enrollment kit for leading industry consultant
• Wrote 529 Plan brochure for high net worth clients of major bank
• Wrote whitepaper on the case for international investing for a leading multi-manager complex