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Successful Firms:

  • 1 Are always marketing ‒ staying visible while continually building relationships.
  • 2 Effectively promote their “brand”.
  • 3 Clearly articulate their investment strategy, organizational vision and future direction.
  • 4 Actively respond to investor concerns.
  • 5 Institute formal investor contact programs to ensure periodic meetings are held with all investors.
  • 6 Conduct well-organized and informative annual meetings.
  • 7 Distribute informative progress reports to investors on a timely basis.
  • 8 Keep their investors apprised of major developments.
  • 9 Employ excellent corporate governance practices.
  • 10 Treat investors like true partners.