We offer single-project flat rates or long-term retainers depending on your ongoing requirements. For some firms, we serve as their fractional marketing department. Those engagements have a six-month minimum retainer and offer a dedicated amount of our team’s time per month to focus on your most important initiatives.

Sure. But AI doesn’t have decades of specialized experience in financial services, nor does it have the capability to truly understand your unique voice to help you stand out in a crowded marketplace. We do.

Large language models, often referred to as LLMs or AI, are very good at generating best average answers and content. We aim to be exceptional, not average. AI is not used to produce client work at RIA Pitchworks unless specifically requested by you. We will never put your firm’s information, content, or ideas into a LLM without explicit instructions to do so. Our goal is to provide you a customized, human-led experience that will elevate your message, brand, or products far above the best average.

Years of experience in financial services means we are familiar and up to date with standard requirements for marketing in this industry. We carefully consider the language we use with compliance in mind. The regulatory environment is constantly changing, and we’d be happy to match you to one of our compliance partners if you need a detailed materials review. We also work closely alongside internal compliance teams when partnering with asset managers.

Marketing isn’t just about visibility; it’s about building trust, communicating your value, and attracting the right clients. By investing in professional marketing services, you can streamline client communications and create a consistent, credible brand presence that drives long-term growth. It frees up your time to focus on what you do best—serving your clients—while ensuring your business continues to grow strategically.

SEO and AEO are integrated into our approach, particularly when working on websites and digital media. We focus on creating high-quality, strategic content that supports your overall marketing goals and can be used across multiple platforms, including your website. Our work is designed to strengthen your brand, clarify your message, and engage the right audience. We don’t offer SEO/AEO as a standalone service.

Many firms find themselves in the position of being large enough to need marketing help, but not large enough to hire an employee dedicated to marketing. A fractional marketing department is a third-party organization that provides you the part-time support of a full marketing team. This can be especially helpful to firms who are establishing their marketing programs because it provides senior-level expertise and access to many resources at a lower cost than building out a marketing department internally.

Marketing needs vary across RIAs, but most firms looking to start a marketing program benefit from developing some short pieces of firm-level collateral (tearsheets, pitchbooks), optimizing their websites (messaging, visual branding, SEO/AEO), and making sure they have messaging and visual continuity across all their materials. Starting with an overall marketing strategy can help you define your priorities and make sure you put your effort into the marketing most likely to move the needle for you.