Areas of Expertise

We have extensive editorial backgrounds in a broad range of advisory fields, including:

Investment Management

Individual and institutional investing, pension funds, fixed-income and equity securities analysis, portfolios/weightings, risk management, private equity management, alternative investments, tactical/long-term allocation, tax efficiency.

Outsourced CIO Services

Program development, vetting service providers, money manager selection, asset allocation, cash-flow needs, risk tolerance, risk management, expected returns versus liabilities, investment objectives, performance benchmarking.

Wealth Management

Portfolio management, alternative investments, small-business consulting, succession planning, executive benefit planning, private placements, estate planning, trusts, charitable giving, multifamily office services, concierge services.

Investment Banking Services

Valuation methodologies for public/private companies, guidance on industry valuation methodologies, valuing previously unvalued asset categories, esoteric alternative investments, IPOs, transaction opinions, Chancery Court rulings.

Financial Planning

Life planning, retirement planning/vehicles and income streams (401(k), defined benefit plans, IRAs, Social Security), retirement lifestyle goals, education planning, withdrawal rates, insurance, annuities, retirement plan advisory services.

Executive Compensation Consulting

Performance incentive design, pay/performance benchmarking, compensation governance, proxy disclosure, severance agreements, deferred compensation, dilution mitigation, shareholder relations, compensation plan optics.

The Published Words Difference

These credentials sets us apart from other editorial services practitioners:

  • Decades of professional publishing experience as financial writers/editors.
  • Consistent record of helping clients achieve thought leadership messaging goals.
  • Distinguished tenures at leading financial publications and institutions.
  • Familiarity with a broad range of financial fields.
  • Mastery of web strategies that leverage written materials to heighten clients’ online profiles.
  • Relevant degrees from prestigious universities.