Contact Us Contact us for an assessment of your needs and a plan of how we can work together to reach your goals. Name* Company Email* Phone*Message 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.