Our Foundational Principles for Financial Marketing: Working Document

Introductory Thoughts on Marketing & Finance;

It's an industry without any barrier to entry.
Juxtapose this against more codified professions.

It's a recipe for disaster. The blind are leading the blind.

Therefore, we practice marketing for industries which carry significant filters.
It is our lived experience that these qualifiers serve as signs of competence.

OUR THINKING;

The act of investing is a cognitively demanding process.

In the age of artificial intelligence, the investor lifecycle should be augmented with actionable intelligence.