A new mutual fund company asked The Lowe Group to help them increase assets in their new fund and to establish and create awareness of a new category in the industry. The firm was looking to increase their investor base via advisors while making retail investors aware of the category.

The Lowe Group helped the firm announce their presence in the marketplace and engage national, regional and industry media. Initial interviews resulted in an incredible article on the fund in a well- respected trade publication which was reprinted and used in sales presentation materials. The Lowe Group then secured an interview with analysts and a videotaping session at Morningstar to jump start coverage of the fund. A review of sales materials resulted in working with the fund firm to refine their messaging and sales pitch materials. An audit of the firm’s website indicated areas for design and navigation improvement in order to make it especially appealing and relevant to advisors. Additional supporting materials were created by The Lowe Group to supplement and round out the current advisor communications.

The firm’s portfolio manager, an established expert in his field, continues to appear on CNBC, Bloomberg and MSNBC, as an expert commentator, only now he is also acknowledged for his money management skills. Upon our recommendation his TV appearances are regularly sent out to keep investors and advisors apprised of the niche investment area he represents.

In the initial six month period of working with the firm the assets in the fund grew 8 fold and continue to climb.