Charnley & Rostvold

Charnley & Røstvold focuses exclusively on helping investment management and pension consulting firms retain clients, grow assets and build successful, well-diversified businesses. All programs are based on the original principles on which the firm was founded: Institutional investors are smart, knowledgeable, skeptical and deserving of the best investment talent The best investment talent is not always the best communicator Successful communication strategies are based on authenticity, brevity and clarity A strong marketing culture guided by a strategic marketing plan is essential for growth and success in today’s competitive environment Charnley & Røstvold, by working as a team with a few select clients, can help investment firms achieve, and in best cases exceed, objectives. Our programs are customized to suit each client, and include: Competitive Positioning – Organizational assessment, strategic direction and business/marketing plans Internal & External Communications – Key messages, presentation development and refinement, client communication materials and client/consultant surveys Presentation Coaching & Best Practices in Presentations – Preparation, delivery and debrief; rehearsals for final presentations, due diligence, prospect or client meetings, for both individuals or teams