Marketing Investment Management Services

Philosophy

We believe that each investment management firm is unique: it possesses its own culture and investment style. Expertise in portfolio management, security analysis and client service often require different skill sets than for sales and marketing roles.

Seal Cove Financial will help you create a strategic plan that is designed especially for your firm, evaluating its strengths, resources, talents and target markets. With more than 20 years in the investment business, we have experience, contacts and a record of achievement in developing and implementing strategies for effective and positive change within your organization. As a catalyst to 'get it done', we will take care of what you need: we will design a cost effective program, starting with developing integrated marketing and financial strategies, using PR tools to gain name recognition, generating lead programs and growing your new business.