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.

Strengths:

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

Brochures

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