What we do:

We help Asset Managers, Hedge Funds, Private Equity, Public Funds and ETFs tell their stories to investors, media & the world.


Our
Process

Understand

We understand how you position your funds by listening to your salesmen pitch, understanding your approach, gaining insight into how you understand what it is you offer. We distill that unique idea down to its most basic elements, then refract a unified message across your brand.


Brand

In a perfect world, and after a very good year, your track record should speak for your firm. But in a competitive market, brands and images can speak louder than words, or numbers. We can help create or refine a brand that reflects your investment style, team’s background, plus the aspirations of your clients.


Creative

No matter the size of the fund, it's rare to find a management company who keeps its own creative staff. Forget the eternal conflict between the MBA and the MFA -- our team can combine the quantitative approach you want to portray with the financial story telling your salesmen need and the visual approach your investors want to see.

 

Deploy

We can help you take your message
to the traditional fund marketing channels and to the new frontiers opened by the JOBS Act and market liberalization.
From the logo, to the business card,
the pitch book, the brochure, the
website, the monthly, quarterly and
annual reports, investor letters, and
now, newspaper ad campaigns,
television spots and beyond, we can
help deploy your fund’s message.


Measure

The ability to quantify investor response to marketing is now more enhanced than ever, with AdWords technology building upon traditional investment tools, including Pertrac, Bloomberg and SalesForce. Our goal is to help guide a marketing campaign by knowing the exact moment when a prospect opens a pitch, reads it, thinks about and then let your sales team know the best time to follow up with him to close that lead. We can help you sell.

 

Our
Capabilities

Our Capabilities

TIO Financial is a full-service shop:

Communication – Branding – Collateral Development – Ad Campaigns Logo Creation – Website Design – Copywriting – Compliance Review Investor Brochures – Corporate IDs – Fund Prospectus – Fact Sheets Financial Intelligence – Database ID Mandates – Tailored White Papers Financial PR – Social Media – Search Engine Optimization – Events JOBS Act-Compliant – Hedge Fund Advertising – 3rd Party Marketing

Our
Work

Your Creative Partner


Our team was designed to help fill in gaps to make our process and your process fit together seamlessly.

One of the biggest hurdles for financial firms to work with outside creative talent is compliance. Not here. Our team includes a former top SEC securities lawyer to vet the copy we produce.

Our copy is written by a former hedge fund communications director and foreign correspondent for the Financial Times.

Branding and design are the core of the agency, led by a branding expert from Sweden who set Volvo’s strategy and a graphic designer whose visual cues are from the colorful worlds of fashion and print campaigns.

Supporting us is a friendly workshop of Adobe Illustrator elves and project managers fluttering around, sprinkling pixie dust on your work to make it all come alive.

Principals

Norman Rabinovich Creative Design
Joshua Levitt Communications Strategy
Michael Raisanen Brand Strategy


Office Locations


USA

New York Office

265 Canal Street, Suite 216
New York, NY 10013
USA +1 646 450 8475
newyork@tiofinancial.com

Sweden

Gothenburg Office

Linnegatan 9,
413 04 Göteborg
Sweden: +46 73 030 1770
gbg@tiofinancial.com