THE THOUGHTFUL INVESTOR

CLIENT NEWSLETTERS AND SOCIAL MEDIA CONTENT FOR FINANCIAL ADVISORS

Companies that stay in regular contact with their customers and prospects build relationships that last. Newsletters are an exceptionally effective way of maintaining contact on a regular basis. Financial Communications Associates makes that contact even easier with professional newsletters and content customized for each advisor. The Thoughtful Investor newsletter and its derivatives are designed for financial advisors whose investment approaches use technical analysis, dynamic asset allocation, tactical asset allocation, sector rotation, market timing, individual fund timing, and other forms of proactive strategies that look at where the market is today rather than where it has been. Each quarter features articles specifically promoting active investment management of client assets.

BENEFITS

  • When you don't have time to contact your key audiences in person as often as you would like, newsletters and social media content fill the void.

  • Establish your credentials, sharing useful information on a regular basis on the latest trends affecting the market and good money management practices.

  • Ensure that your outreach is consistent, high quality and effective by using The Thoughtful Investor client newsletters or individual articles for web and social media content.


OUR CLIENTS

MANAGE INVESTMENTS FOR REAL PEOPLE

Our clients are active investment managers who believe in the value of:

  • Managing the risk of market downturns
  • Optimizing portfolio allocations based on current market trends
  • Investing based on where the market is, not where it has been
  • Reducing portfolio volatility

These are investment managers who don’t fit the mold of generic sales materials. Firms that want their own look, their personality and their investment focus to dominate their marketing materials. The typical investment advisor newsletter promotes buy-and-hold passive portfolios. The Thoughtful Investor recognizes that real people need investment approaches that manage market risk, rather than leaving them vulnerable to bear markets. Each Thoughtful Investor and its affiliated newsletters feature articles in support of active investment management along with reflections on the financial markets and practical financial advice.


FOUNDER AND EDITOR

LINDA FERENTCHAK

Linda has worked in financial industry communications since 1979 and has an extensive background in investment philosophies and techniques, and money management subjects. She has decades of experience creating newsletters and marketing materials designed to meet FINRA and SEC advertising requirements. Prior to founding Financial Communications Associates, Linda specialized in investor relations. She holds a MBA in marketing along with BA degree in technical journalism with minors in business marketing and political science.

READ LINDA'S RESUME

WHITE PAPERS

IN SUPPORT OF ACTIVE MANAGEMENT

Subscription white papers on active management topics are also available.

DRIVE TRAFFIC TO YOUR WEB SITE

By offering newsletters and white papers, you gain a tool to drive visitors to your web site.

BE THE EXPERT

Informative, well written materials explaining your investment approach establish your expertise.

OUR SKILLS

CLEAR, CONCISE, INFORMATIVE

Our goal is to produce FINRA compliant, well-written articles that provide useable information and enhance the advisor's standing with clients and prospects.

AUTHORED ARTICLES

THE EFFICIENT FRONTIER FAILS THE TEST OF TIME

Published in ProActive Advisor, this article by Linda Ferentchak illustrates that the efficient frontier is a moving target and not very efficient at all.

READ ARTICLE