Monday, June 11, 2007

Introducing designer Margaret Patterson, a new guest on this blog

Margaret Patterson will be a guest on this blog starting later this week. Please ask her your questions about the design and production of investment and wealth management marketing materials. Her biographical information follows below.

Margaret Patterson Company is a Boston-based resource for financial services firms. She has created sales support tools and provided production management expertise to numerous institutional asset managers and consultants, mutual fund companies, bank corporations and wealth management advisors for 25 years.

Knowledgeable about financial products and services
Successful decision-by-committee teamwork with clients' approval committees
Seamless coordination with in-house marketing personnel
Knowledgeable of dynamics relevant to merger and acquisition
Associated with reputable presentation coaches, PR specialists, photographers, videographers, technical writers and web masters
Skilled with mainstream graphics and image enhancement software

Branding, cross selling and new business development
Identity Development Winner of several national design awards
Graphics Standards Guidelines
To facilitate consistent messaging and company branding throughout all marketing tools
Web Sites Content development and design
Pitch Books Discovery/content development/production planning
Performance and Product Fact Sheets
Quarterly updates or templates for in-house use
Firm Overviews and Manager Biographies
White Paper Templates Market commentaries, product education, etc.
Annual Meeting Packages
Announcements and attendee information
Pocket Folders and Report Covers

A few recent retail, high net worth and institutional clientele:
Eaton Vance Management Institutional Asset Management
Merganser Capital Management Institutional Asset Management, Fixed Income
New Century Portfolios Funds of Funds
Numeric Investors LLC
Institutional Asset Management, Quantitative
Pillar Financial Advisors Wealth Management Advisors
Standish Mellon Asset Management
Institutional Asset Management, Fixed Income
Wagonhound Investments, L.P.
Hedge Funds, Global

Contact Margaret by posting a comment on this blog. Or, if you're a potential client, call her at 617-971-0328

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