We specialize in retail investor relations. Most companies spend huge amounts of money just to maintain their individual investor base. We help them re-target their programs –– and their spending –– to achieve bigger and better results, and often, to save money in the process.

 

Affinity Group Programs (Employee, Shareholder, Customer and Direct Stock Purchase Plans) that attract and retain high quality investors, Plain English publications aimed at shareholders and Vendor Selection and Evaluation are areas of special expertise.

We also serve as Independent Inspectors of Election at Annual and Special Shareholder Meetings and as Expert Consultants/Expert Witnesses in a wide variety of securities-related and voting-related cases.

 

We also publish The Shareholder Service Optimizer, a quarterly newsletter that helps readers get the most value possible out of their IR budget.