White papers
These white papers were designed to educate financial advisors about alternative investments.
What are alternatives?
This white paper was created to help financial advisors understand the role of alternatives in a portfolio, but also functioned as a teaching tool for advisors to use with their clients. The straight forward story combined with easy-to-understand data visualizations made this piece an excellent content marketing lead gen as well as a teaching tool for advisors.
Investing in energy
This white paper was created to support marketing of an energy-focused investment offering. It explains in detail the depth and breadth of the industry and the investment opportunities.






