A Range of Work With One Goal:
Simplify Complex Topics with Clear Writing
Making Covered Calls More Approachable
01
SWP developed an innovative ETF designed to capture equity upside while also generating income with a covered call overlay. Articulating the value of this approach required a set of white papers laying out the investment thesis with clarity.
Breaking Down an All-Weather Stretegy
02
Helping a client bring a complicated, new ETF to the market with a clear investment case and fact sheet.
Making Sense of Financial Survey Data
03
Trackinsight surveyed over 500 professionals in financial services. Participants gave their responses to 25 questions. I took the raw data and converted it into a 32-page analysis revealing a clear picture of the industry.
Bringing a New Set of ETFs to the Market
04
Horizon Funds developed innovative ETFs designed to meet the retail investors rising demand for non-traditional fixed income, quantitative and multi-factor models, global allocation, and options-based risk mitigation. Bringing these solutions to the market required concise, clear messaging.
05
See how I helped a client translate the complexities of their adaptive AI investment platform into messaging that makes sense.
A Complex Investment Strategy Made Simple
