Investor Relations
“Today's public companies need to tell their story more than ever.”
With the shrinking analyst base and restructuring of professional portfolio management programs, today's public companies need
to tell their story more than ever to achieve their goal of enhancing shareholder value.
Vollrath Associates assists public companies in achieving their investor relations objectives through a well-planned and coordinated approach. The benefits of an effective financial and investor relations program are many, including: developing shareholder loyalty, building a following among analysts and brokers, increasing the stock price and trading volume, and decreasing volatility.
We can provide a complete program or support for specific projects as needed, depending upon the program and internal client capabilities. Our services include:
- IR strategy and planning
- Investment thesis and key message development
- Investor communications, including disclosure news releases, fact sheets, conference calls, Web casts, IR Web sites, road show presentations and annual report concept, copywriting and project management.
- Targeting potential investors, both institutional and retail
- One-on-one and group meetings with analysts and portfolio managers in key financial markets
- Meetings with influential equity-oriented retail brokers in major U.S. cities
- Analyst and broker presentations, from the message to the medium (slides, video, hard copy)
- Annual meeting planning and execution
- Financial media relations
Our Partners
Vollrath Associates works closely with The Cardinal Group, LLC, an independent research, investor relations and institutional portfolio consulting firm that provides a suite of services designed to enhance the value of under-followed companies. The Cardinal Group is owned by two principals with over 30 years of investment industry experience. For more information, please visit www.cardinalgroupllc.com.
