Presentations help organize and control a meeting

Presentations Provide a Consistent Framework for Telling Your Story

How often have you left a meeting thinking, "I forgot to mention one of my main sales points." Presentations help you stay organized, illustrate key points and keep your marketing consistent with compliance approved materials. Equally important, the visual image of your words helps with retention of your message.

The Active Managers Resource Center creates PowerPoint Presentations designed to market your firm through seminars, one-on-one presentations and peer group meetings. Our goal with each presentation is clean professionalism, understandability, coherent flow of information and thought provoking content.

Custom presentations designed to meet the specific needs of the Investment Advisor...

PowerPoint presentations specific to the message your firm wants to convey in seminars and client meetings.

Customizable presentations created by the Active Managers Resource Center, adapted to your firm.

The Resource Center maintains a database of active management materials, updated each year, that can be integrated into client presentations, simplifying the process of creating a new presentations.



View presentations available for your use:

1. Stock Market Paradox - 69 slides
2. Investment Adviser Decision - 11 slides
3. Need for Investments - 14 slides

These presentations can be modified for your use with different backgrounds, inclusion of your logo and contact information and more. Costs begin at $100 for the smaller presentations and $500 for the Stock Market Paradox - which explores the need for active management and strategies used by active managers.

The Active Manager's Resource Center can assist you with:

  • PowerPoint presentations for one-on-one marketing sessions or seminars.
  • Video presentations that present your message in short clips for inclusion on your web site or in PowerPoint presentations.
  • CD-rom presentations that incorporate video, PowerPoint presentations, brochures, fact sheets and newsletters in Adobe pdf format, and, all the forms necessary to open an account on one disk.
  • Audio presentations that can be recorded on cassette tape or audio cd.

Through established relationships with list companies and mailing houses, we can also help you with targeting individuals to receive invitations to your seminars, developing the invitation and mailing it to your targeted prospects.

Sample recent PowerPoint presentations developed for a conference presentations and clients:












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