Strategic Marketing and Content

Strategic Marketing for Investment Managers

Forward Point provides marketing strategy and content execution for investment managers and financial services companies, with expertise in traditional and alternative asset classes, private markets, and financial technology.

Seamlessly Extend Your Reach

Bolster your team by tapping into financial marketing specialists—with no translation required.

Access Specialized Knowledge

Gain on-demand expertise that spans marketing strategy and execution, investing across multiple asset classes, and various types of content.

20+ years
Financial Marketing Experience
Traditional + Alt
Asset Class Expertise
Finance-Fluent
Speak with PMs at Their Level
Full-Service
Strategy to Execution
What Are You Looking to Do?

We Help You

From cross-channel strategy to product launches and new firm launches, we deliver the marketing and content execution you need.

Cross-Channel Content Strategy

Develop content strategy that works across channels and speaks to your target investors with one clear voice.

Thought Leadership & Campaigns

Plan and execute thought leadership programs and integrated marketing campaigns that build authority and attract capital.

Messaging & Positioning

Create messaging and positioning for new product launches or extend existing products to new audiences.

Tell Your Story

Communicate your value in a compelling, audience-tailored way so investors understand how and why you're different.

Launch a New Firm or Strategy

From naming and positioning to full launch campaigns, we help new investment firms and strategies make a strong first impression.

Types of Clients We Serve

Diversified asset managers, boutique firms, private equity and private credit managers, investment banks, hedge funds, financial technology firms, startup private funds, and more.

What's In It For You

Why Work With Forward Point

Extend Your Team

Seamlessly extend the reach of your team with experts who speak finance fluently and understand your business.

Decades of Experience

Access 20+ years of financial marketing experience spanning traditional and alternative asset classes.

No Translation Needed

Feel confident that your marketing agency can speak intelligently with PMs and other senior investment professionals.

Specialized Knowledge

Extend your reach by tapping into specialized knowledge across marketing and investing.