Sunday, February 17, 2019
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One of our firm’s strengths is the quality of the relationships we build with our clients. Whether helping clients make strategic decisions, crafting internal and external communications, or coaching investment and sales professionals to enhance their skills to attract and keep clients, Charnley & Røstvold team members typically complete all the work. Jackie Charnley and Christine Røstvold work directly on every client project. Or, when other areas of expertise are needed, we provide names of other industry experts, such as those listed below. Our priority is to ensure our clients get the help they need when they need it.

Note: These firms/services are provided as a convenience to our web site visitors and, while we hold the work of these firms in high regard, their inclusion does not imply endorsement by Charnley & Røstvold of their firms/services. No referral fees are paid or received between Charnley & Røstvold and these resources.

Copywriting Firms
Copywriting for Coaches
Consulting Firms
J Rudman & Associates
Jacko Law Group, PC
MGM Associates
Millvale Consultants, LLC
Corsi Associates
Executive Recruiters
Korn Ferry
The Prince Houston Group
Spencer Stuart
Graphic Design Firms
Baseline Designs
Carbone Smolan Agency
Margaret Patterson Company
Investment Banker/M&A Firms
Cambridge International Partners
Grail Partners LLC
MHB Advisors, LLC
Pacific Current Group
  Marketing Support
Accent Technologies, Inc.
Public Plan IQ
Compass iTech, LLC
Outsourced Sales Calls
Mac + Lee
Presentation Training
McDowell Consulting
Risk Management & Performance Attribution
Performance Risk Advisors, LLC
Breide Communications
Detwiler Associates, Inc.
Farragut, Jones & Lawrence, Inc.

Copywriting for Coaches (Back to top)
Ms. Beverly Bergman
Tel 470.333.2679

Beverly Bergman is an award winning professional marketing copywriter for online and offline marketing materials. She is a veteran in the financial services industry providing Search Engine Optimization (SEO)-savvy writing, editing, and marketing consultation services that turn copy into gold. Beverly has fifteen years of experience in marketing for financial services companies including Nicholas-Applegate Capital Management and HomeFed Bank.

Beverly’s experience with California Coast Credit Union led her to create an entire marketing campaign for a new high yield checking product launch that brought in over $3.2 million in deposits in the first 7 months and exceeded goals by 187%. Another award-winning campaign exceeded goals by 165%. Beverly would be delighted to discuss how she can deliver similar results for you.

J Rudman & Associates (Back to top)
Ms. Jillian Rudman
495 Miller Avenue
Mill Valley, CA 94941
Tel 415-383-3434

J Rudman & Associates was formed in 1999 to offer consulting services to financial institutions. Our programs encompass marketing and communications, product development and distribution, and client servicing strategies. J Rudman & Associates responds to clients' complex business challenges with tailored, innovative solutions. Focused on helping clients ultimately raise their bottom line, our major areas of expertise include:
Strategy Consulting
Market Positioning and Identity
Competitive Analysis
Product Development and Distribution Strategy
Marketing Collateral Development
Web Strategy and Implementation

J Rudman & Associates professionals bring extensive experience working directly with banks, mutual fund companies, separate account managers, private wealth managers, 401(k) providers and fee-based financial advisors.

Jacko Law Group, PC (Back to top)
Mr. Charles Field, General Counsel
1350 Columbia Street
Suite 300
San Diego, CA 92101
Tel 619-298-2880

Whether you are starting a business, developing new practice areas or requiring other legal assistance, Jacko Law Group, PC can help. JLG offers comprehensive representation focused on your current needs and requirements. We provide counsel to clients of all sizes, including investment adviser, broker-dealers, hedge funds, investment companies, private equity firms, financial professionals and corporate clients nationwide. We assist with business model transitions, mergers and acquisitions, dissolutions, contract negotiations and analysis of business operations and risks. Please visit our website for additional information.

Mr. Field has more than 25 years of experience collaborating with business leaders and senior executives on complex matters affecting investment advisers, broker dealers, and private funds. His roles have included serving as Managing Director, General Counsel and Chief Compliance Officer of Allianz Global Investors, a federally registered investment adviser that manages assets for mutual funds, hedge funds, and institutional separately managed accounts. He has also served as Chief Compliance Officer of a mutual fund complex and broker-dealer, and was a member of the Board of Directors of several offshore investment companies. Mr. Field also held various licenses throughout his career, including Series 7, Series 24, Series 63, and Series 65.

MGM Associates (Back to top)
Mr. Joseph Martino
126 Mc Lain Street
Bedford Corners, NY 10549
Tel 914-241-1197

Recently sprung from full-time, single-employer responsibilities, Joe Martino is available to assist wealth management organizations in developing sales material, client communications, RFP responses, event development and speech writing focused on the high net worth individual marketplace. The focus of all such efforts is to communicate to a universe inundated with promotional literature, the special characteristics that set your firm apart from the field and deserving of closer scrutiny from wealthy, advice seeking families/individuals.

Joe Martino has over 25 years marketing experience in the financial services industry, most recently concentrated on the high net worth market segment. He has developed effective sales tools for business development personnel, including sales literature, brochures, presentations and event ideas. He has a degree in Finance from the University of Notre Dame, which has been supplemented by an MBA from The Wharton Graduate School of Business. Having spent over 12 years plowing in the HNWI market, he has the required recognition of what is effective in that market and the ability to craft sales tools which stress the attributes most needed to succeed in getting a full hearing.

Millvale Consulting (Back to top)
Ms. Claire Carrison
P.O. Box 1196
Camden, SC 29020
Tel 803-432-7129

Millvale is a management consulting firm that specializes in increasing the potential and productivity of employees - at all levels. Founded in 1987, we have a documented track record of helping corporate leaders and their staff meet performance objectives. Our clients include publicly traded Fortune 500 companies as well as a wide range of privately held businesses.

It's people that make a company profitable, efficient and customer focused. Thus, helping people achieve their best potential is one of the most powerful ways for companies to achieve their strategic goals.

We have proven experience in motivating; stimulating and helping people attain their highest professional potential in ways that support corporate goals.

Virginia Corsi Associates (Back to top)
Ms. Ginny Corsi
3900 Newport Lane
Boulder, CO 80304
Tel 303-938-1997

Korn Ferry (Back to top)
Ms. Jane Marcus
200 Park Avenue
33rd Floor
New York, NY 10166

The Prince Houston Group (Back to top)
Ms. Marylin L. Prince
675 Third Avenue
Suite 2200
New York, NY 10017

Spencer Stuart (Back to top)
277 Park Avenue
32nd Floor
New York, NY 10172-2998
Tel 212-336-0320

Mac + Lee (Back to top)
Rhonda Lee, President
101 Endicott Street
Boston, MA 02113
Tel 617-272-4001

Mac + Lee has established a solid reputation as a strategic, outsourced sales firm specializing in lead generation for organizations targeting senior-level executives within Fortune 1000 companies. Our focused methodology has proven successful for companies needing to penetrate new markets, expand existing relationships and optimize sales effectiveness. Our tactics include creating customized calling campaigns tied to generating qualified leads, new opportunities and ultimately, closed business.

Since 1998, Mac + Lee has cultivated a team of professional, seasoned sales people with national representation, leveraging our experience and strengths for a wide array of organizations. Our experience selling sophisticated products and services, knowledge of the sales cycle, marketplace and high-level executive decision makers has proven successful, particularly in complex, executive sales. We are committed to delivering results while shortening the sales cycle—with proven "result stories" that reflect our focus on ROI.

Baseline Designs (Back to top)
Ms. Darcy Flanders
220 East 23rd Street
4th Floor
Suite 405
New York, NY 10001
Tel. 212-925-1656

Strategic and Innovative Corporate Communications Founded in 1997, Baseline is an award-winning corporate communications firm with clients in a range of sectors: Fortune 500 corporations, entrepreneurial start-ups, major institutions and organizations, and nonprofit enterprises. Our client roster includes Goldman Sachs, HSBC, Citi, Deutsche Bank and The United Way to name a few. Many of our clients have been with us for years returning to us because they value our design sensibility, insight, and hands-on project management.

Baseline brings significant experience designing and producing everything from individual pieces through complex, large-scale, content-driven projects with results that are effective and appealing. We are experts at presenting information in a clear, organized, and intelligent manner while ensuring that they are visually captivating to the target audience.

Our expertise is broad: corporate identity and branding, annual reports, product and service brochures, fund rollouts, marketing kits, conference support materials, trade show booths, premiums items, catalogs, newsletters, and direct-mail. Baseline's digital division covers the design of e-communications and web sites including design, programming, and functionality.

Baseline is certified as a Women’s Business Enterprise (WBE) with New York City, New York State, and WBENC. We are members of WPO, NAWBO, and Baseline is also a founding member of WBElieve in Green, a coalition of women owned businesses promoting sustainability.

Carbone Smolan Agency (Back to top)
Ms. Leslie Smolan
22 West 19th Street
10th Floor
New York, NY 10011
Tel. 212-807-0011

Integrated Strategic and Creative Services

Our Approach: "One Voice, All Media"
CSA believes that clear, consistent, compelling messages integrated across all points of user contact deliver a strong brand experience-the most effective branding strategy.

Whether through emerging or traditional media, building a great brand requires knowing how to focus communication on those things that matter most to the consumer. It means weaving the brand into the fabric of their daily lives, ensuring its relevance to the consumer's emotional, rational and practical needs. CSA connects the brand-its products, services, and content-to its emotive benefits, highlighting their total impact and meaning for the consumer.

A Long History of Financial Services Work
Since the agency was founded 25 years ago, our experience with financial services companies has given us a depth of knowledge about the industry, as well as expertise in managing large, complicated branding programs. Among our accomplishments is an entirely new selling system for Putnam Investments, renaming the company in the process and creating a new standard for the mutual funds communications industry. For Prudential Investments, we formulated a new classification system for their asset groupings and designed a streamlined shareholder communications system-all with the goal of reducing client confusion and enhancing the investment decision-making process. And for Mitchell Hutchins, we launched the PaineWebber Strategy Fund package including a sales kit, display systems and conference campaigns, which resulted in the largest ever gathering of assets for an open-end mutual fund.

Margaret Patterson Company (Back to top)
Ms. Margaret Patterson
53A Burroughs Street
Jamaica Plain, MA 02130
Tel. 617-971-0328

Margaret Patterson Company has created sales support materials for institutional and high net worth managers and consultants for many years. Company identity development, capabilities literature, product sheets and presentation books distinguish our clients from their competition and help increase assets under management. Great care is taken to complement product development and sales training efforts that are underway.

Cambridge International Partners (Back to top)
Mr. John Temple
780 Third Avenue
7th Floor
New York, NY 10017
Tel 212.862.8290

Grail Partners LLC (Back to top)
Ms. Darlene DeRemer
One Post Office Square
41st Floor
Boston, Ma 02109
Tel 617.292.3310
Fax 617.292.1833

As a merchant bank specializing in the investment management industry and related businesses, we apply our tenacity in two ways. In investing, we leverage our hard-earned industry experience by investing in ongoing and start-up businesses (MBO and minority positions). In advising, our typical client is an established money manager facing a strategic inflection point — merger, acquisition, divestiture or restructuring. We are fanatical about our advice, quality of analysis and advocacy. We carefully select our clients and align our incentives with their success over the long term.

MHB Advisors, LLC (Back to top)
Mr. Roger Hartley
Tel 415.464.4949

Pacific Current Group (Back to top)
Mr. Paul Greenwood
Tel 206.965.8879

Accent Technologies, Inc. (Back to top)
1411 Highland Avenue
Melbourne, FL 32935
Tel 321.242.7438
Fax 321.242.8629

Accent Technologies, founded in 1990, is a specialized firm that offers a combination of automation technology and industry best practices to help financial service clients streamline critical client communication processes that directly impact retention, growth and acquisition. At the same time, we help by implementing controls that minimize compliance risks.

Our core focus is helping clients improve the management, control, creation, distribution and tracking materials used in client engagements and interactions.

We consolidate sales and marketing materials into a central library where sales and client service team members have fast access.

Compass iTech, LLC (Back to top)
Mr. Rick Gagnon
6501 Congress Avenue
Suite 100
Boca Raton, FL 33487
Tel 561.756.8285

Compass iTech, LLC, the creator of ProFusion, is a dynamic and cost efficient innovator of high quality marketing support tools for institutional investment managers.

Public Plan IQ (Back to top)
Ms. Debra Gregory
Tel 201.332.3600

Public Plan IQ aggregates the board materials and reporting of U.S. state and local government sponsors into an easily searchable database. Gain competitive intelligence with access to pension staff, consultant and investment manager presentations, research and actual pricing information for public plan mandates.

McDowell Consulting (Back to top)
Keith McDowell
510 North Meacham
Park Ridge, IL 60068
Tel. 847-692-5343

Since 1988, we have worked with over 150 investment management organizations helping them win business, service clients and work more effectively with consultants. We focus solely on Presentation Coaching – helping your professionals deliver a clear, consistent and effective presentation that positions your firm for increased sales success and client retention.

Detwiler Associates, Inc. (Back to top)
Ms. Kristine M. Detwiler, CFA, CPA
18332 Harbor Light Boulevard
Cornelius, NC 28031
Tel. 704-655-8010

Detwiler Associates helps investment management firms communicate more effectively with prospects, clients and consultants. Specific capabilities include:
Market research and competitive positioning
Sales materials - capability brochures, product literature, presentations, RFP responses
Client service strategy
Client communications - quarterly reports, newsletters, presentations
Planning and execution of client seminars and other special events
Speech writing

Kris Detwiler, principal of Detwiler Associates, brings a unique mix of marketing and investment expertise to client engagements. She has more than twenty years of line marketing experience in the financial services industry. She earned her MBA from Dartmouth's Amos Tuck School of Business Administration and is both a CFA and a CPA. Kris is a flexible resource with the technical investment knowledge to do excellent, on-target work in a short time frame.

Performance Risk Advisors, LLC (Back to top)
Mr. Kent M. Baur, CFA
731 Morninghome Road
Danville, CA 94526
Tel. 925-855-0464

Performance Risk Advisors (PRA) provides outsourced risk management and analytics to the investment management community. We serve as the risk department for small firms, a second set of eyes for large firms and a source of performance enhancement solutions for firms of all sizes.

Founder Kent Baur's background as a plan sponsor, consultant and investment manager provides him with exceptional understanding of the institutional investment business, and he has used this knowledge and passion for markets to build, improve or restructure several businesses. His 25 years of investment experience encompasses traditional fundamental equity, quantitative hedge funds and multi-asset portfolios, and includes nearly every element of the investment process from fundamental analysis to risk management and portfolio contruction.

PRA provides marketing-friendly reports that show clients you know your portfolio inside and out. The true value however, is our passion for analysis that will help you create more alpha through better portfolio construction and more efficient deployment of capital.

Breide Communications (Back to top)
Ms. Deborah Breide
P.O. Box 222
Benecia, CA 94510

Breide Communications creates effective communications programs for financial services clients with special focus on the needs of investment management firms. The founder and president, Deborah Breide, highly values the functions of communications, and works to develop and manage initiatives that align with each company's vision for enhanced communications. She considers each assignment unique, and designs a customized solution that integrates with the other elements of the client's marketing; and communications programs.

Deborah Breide

With 20 years of corporate and consulting experience, Deborah is an expert at crafting powerful, integrated communications programs for companies in the financial services sector. She has developed strategies, techniques and effective communications programs focusing on: customer acquisition; corporate positioning; marketing and public relations.

Strategic planning
Public relations
Corporate communications

Farragut, Jones & Lawrence, Inc. (Back to top)
2170 Wimbleton Court
Colorado Springs, CO 80920
Tel. 719-264-0764

Farragut, Jones & Lawrence, Inc. develops educational and promotional products in print and electronic media for the global capital markets. Our staff excels in all aspects of writing, editing, and design. We recently developed the widely acclaimed reference book Investment Management: The Noble Challenges of Funding Pensions, Deficits, and Growth (Wiley, 2009).

FJL can assist an investment management firm in crafting an article, book, or e-product that will enhance the firm’s efforts to distinguish its style and strategy.

Our experienced staff has developed books and references for Wiley, McGraw-Hill, Bloomberg, and the CFA Institute. We are presently working with a number of finance professionals in developing a training program intended for trustees and plan board members.

Ralph Rieves, our managing director, was the executive editor of Dow Jones-Irwin Publishing. He was awarded the book industry’s Bowker LMP Award for outstanding editorial achievement. He served on the Conference Board’s committee studying the non-financial measures of corporate performance. He was the first managing editor of The Journal of Investment Consulting.

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