Designing and producing custom investment communications since 2006
Pitchbooks
Client Reports
White Papers
Fact Sheets
Websites
Video & Audio
Email Marketing
Social Media Assets
Details
Core Materials Every Asset Manager Needs
Pitchbooks: Captivate investors and drive decision-making with a polished and persuasive pitchbook that combines compelling visuals, strategic messaging, and data-driven insights
Client Reports: Provide investors with comprehensive portfolio reviews that highlight key datapoints, performance metrics, and trends, presented in professional, visually engaging reports
White Papers: Establish yourself as an industry thought leader with well-structured, insightful, and visually engaging white papers and research reports that present complex ideas, in-depth analysis, and data-driven insights in a clear and professional manner
Fact Sheets: Clearly communicate key metrics, performance highlights, and value propositions with concise, visually appealing, and data-driven investment fact sheets
Websites: Showcase your investment firm with a modern, user-friendly website that blend stunning visuals with seamless functionality to create engaging digital experiences and drive meaningful interactions with your audience
Video & Audio Production: Transform raw footage, recordings, and storyboards into polished, professional audio-visual experiences that engage and inform investment audiences
Email Marketing: With fully-branded, professional email templates that reflect your firm’s identity, ensure consistent and visually engaging communications with your investor audience
Social Media Assets: Amplify your brand presence with visually striking and strategically crafted social media assets designed to capture attention, communicate your message, and drive engagement across platforms
Creative Services1
Branding & Template Design
Visually synchronize your library of marketing materials with fully customizable templates that follow clean brand guidelines.
Example²
Straightforward branding style guides
Visual consistency across all materials
Content Layout & Design
Enhance the story your marketing materials tell with clean and effective design. We have a deep focus on both the creative and technical proficiencies that are required for building effective investment communications, with a proven ability to generate precise technical drawings, charts, and tables containing complex investment data.
Example²
Bring your unique investment narrative to life
Share your early ideas. We’ll help shape them into a clear, persuasive investment narrative in an impactful layout and design.
Seamless, elegant solutions with an excellent feel for the artistic side4
Content Automation
Marketing Automation
Dynamically automate the production of your marketing materials utilizing the Seismic Enablement Cloud3 and other custom-built methods, allowing you to efficiently update your content at scale.We develop data extracts that work with your current outputs, writing custom queries to dynamically integrate the data into strategically built marketing templates.
Example²
Developing data files
Writing custom queries
Designing slides and integrating dynamic data
Workflow Development
We construct well-developed cross-application workflows for producing many forms of content, creating a process that is repeatable and continuously refined.
Complex projects finished in a way that only someone with a financial background could execute4
Content Maintenance
We act as an extension to your marketing team to refresh your marketing and client materials with up-to-date data and timely content changes each update cycle.
Example²
Source files with updated data visually formatted for each unique material
Simultaneously, we review and refine production workflows to uncover inefficiencies where enhancements can be made to the production process.
Working with Bull Marketing is like having additional staff at your fingertips4
We continuously learn and adapt to new tools and applications to seamlessly fit into your existing workflow—or to help you enhance it. Our expertise includes the Adobe Creative Cloud, Microsoft Office, and Seismic Enablement Cloud, often used in combination with common DAM and CMS platforms.
We strive to build service-oriented, long-term relationships
Sole Industry Focus
Investment Marketing Materials
No. of Clients Served
30+ Clients Since 2006
Avg. Client Relationship5
12 Years
Primary Location
Quakertown, PA
(1 hr. north of Philadelphia)
A Consultative Approach
We see the individuality that is at the core of each project, customizing our solutions to be flexible and responsive. Our clients think of us as an extension to their own teams, because we work so closely with them.
BUILT TO SCALE
Our services are constantly refined to address common pain points. We also customize our services to address more specialized circumstances, so when you grow we are ready to grow with you.
Parntering with investment firms of ANY SIZE
Brand Elevation for Boutique Asset Managers
Boutique managers often lose ground with institutional prospects when their materials undersell their expertise. Rebuilding the identity from the fundamentals establishes a disciplined visual system, resulting in a brand that feels truly institutional and attracts higher-quality prospects who recognize the rigor behind it.
Boutique managers risk losing credibility with potential clients when their marketing materials fail to convey the firm’s true level of expertise.
Design & Production for Institutional-Grade Marketing
Midsize asset management firms face a distinct set of challenges. Unlike boutique firms that rely on agility, or global managers with vast resources, midsize teams often operate in between, managing growth while contending with scalability, governance, and credibility pressures….
Strategic design and disciplined production drive measurable impact for midsize firms.
Design & Production for Large Investment Firms
Large asset managers occupy a distinct position in the industry. With expansive product lineups, global distribution teams, and complex governance structures, they must produce marketing and client materials that not only reinforce credibility but also scale across thousands of touchpoints….
For large firms, disciplined design is not about looking institutional, it’s about ensuring coherence at scale.
Case Stuides: Tailored Problem-Solving For Clients’ Unique Challenges
Creative Services with Denmark Capital Branding, Pitchbooks, Websites
Creative Services with Denmark Capital
Branding
Pitchbooks
Websites
Denmark Capital was founded by an experienced portfolio manager with a strong vision for the firm and its strategy. While the approach was clear, the firm was starting from scratch on the branding and marketing front: in need of a complete brand identity, a polished pitchbook, and a website.
Bull Marketing ran a rapid brand sprint to capture the founder’s strategy and translate it into a compelling identity and story. We developed a cohesive visual system, an investor-ready deck, and a WordPress website. With these materials in place, Denmark Capital is able to approach clients and prospects with confidence and credibility.
How We Tackled the Zero‑to‑Launch Challenge:
Week 1: Discovery, content, and name validation
Weeks 2‑3: Logo and brand‑style sprint
Weeks 3‑5: Investor‑grade pitchbook built in editable modules
Weeks 5‑10: UI/UX wireframes and WordPress website build & launch
With the website live and a full brand toolkit in place, Bull Marketing now provides on‑call support for ad‑hoc updates—keeping Denmark Capital’s materials sharp, compliant, and ready for each new opportunity.
I was referred to Bull Marketing by a friend, and the team did not disappoint. Bull Marketing possesses a diverse skillset ranging from deep knowledge of the investment management industry to high quality creative and design work. Objectives and timelines were clear, and deliverables were always high quality and on schedule.
Improvements described are operational in nature and not related to investment performance.
Content Automation with Community Capital Management Client Reports, Pitchbooks, Fact Sheets
Content Automation with Community Capital Management
Client Reports
Pitchbooks
Fact Sheets
Community Capital Management (CCM) approached us seeking a more efficient and scalable solution to automate their quarterly client impact and financial reports. Their existing homegrown process was time-consuming, difficult to maintain, and required significant troubleshooting—especially during quarter-end reporting for hundreds of individual reports.
To address these challenges, Bull Marketing proposed transitioning CCM’s reporting process to the Seismic Enablement Cloud*. This involved:
Redesign report content with a modern look and efficient information flow
Structuring data extracts from existing internal systems
Writing custom queries to dynamically feed data into Seismic
Converting marketing templates into data-driven Seismic templates
Building scalable generation processes to produce reports in bulk
Following the successful transformation of their client reporting, we extended the same automation approach to their marketing materials, including pitchbooks and fact sheets.
The result was a faster and more reliable reporting cycle. The new platform helped reduce production time and eliminated many of the issues that previously plagued the process.
Today, Bull Marketing continues to support CCM with quarterly updates and ongoing enhancements, working closely with their team to ensure continued efficiency and accuracy.
Working with Bull Marketing has been a great experience—their expertise, responsiveness, and collaborative approach in our automation with Seismic made the process smooth and effective.
*Required paid contract with Seismic and access to the Seismic Enablement Cloud. Improvements described are operational in nature and not related to investment performance.
Content Maintenance with Xponance White Papers, Fact Sheets, Websites
Content Maintenance with Xponance
White Papers
Fact Sheets
Websites
After guiding Xponance through a comprehensive rebrand in 2020, our partnership has evolved into a consistent quarterly engagement. Each quarter, Xponance relies on us to build custom research papers for each product group and update product fact sheets and webpages with fresh data, while continuing to maintain and refine well structured templates for both.
Producing Quarterly Research Papers
These pieces often include a combination third-party charts, data-driven excel charts, and custom visuals that we recreate using proprietary methods to bring them into alignment with Xponance’s brand standards.
The content is laid out in both Adobe InDesign and WordPress, allowing for dual-format publishing: print-ready PDFs and webpages. We collaborate closely with the Xponance team through multiple revision rounds until each piece meets their expectations and is ready for distribution.
Updating Quarterly Data in Product Fact Sheets and Webpages
Xponance’s team did not have an efficient, scalable process for updating key data-driven content. Manual entry was both time-consuming and prone to errors, especially given the volume and complexity of the data involved.
To address this, we implemented Excel-based data mappings and macros customized to Xponance’s specific data structure, allowing for a smoother, more automated population of key metrics. We also developed custom scripts for Adobe InDesign, enabling the rapid generation of consistently branded marketing materials. As the process evolves, we continue to refine and update the workflow, ensuring it adapts seamlessly to new data points and formatting needs with minimal disruption.
Improvements described are operational in nature and not related to investment performance.
Bull Marketing’s expertise allows me to allocate my budget in other areas, rather than spending it on hiring an in-house staff to perform the same work. Bull Marketing is critical to our approach.4
A team with 40+ years combined investment industry experience
Jeremy is the President and Founder of Bull Marketing, Inc. He spends the majority of his time working directly on client projects, but also manages the firm’s general administration and new business acquisition. Prior to starting BMI in 2006, Jeremy served in specialized marketing communication roles with several asset management firms in the greater Philadelphia area. Jeremy is a graduate of Lehigh University, and resides in suburban Philadelphia, PA with his wife and their two daughters.
Gabrielle Pfeister
Sr. Production Designer & Lead Project Coordinator
Gabby joined Bull Marketing in 2022 as a Design & Production Specialist, working with clients to conceptualize, design and produce pitchbooks, white papers, and other customized investment marketing materials. She was promoted in March 2024 to her current role of Sr. Production Designer & Lead Project Coordinator. With over 10 years of experience, Gabby also held a combination of graphic design, leadership, marketing and project coordination positions within the telecommunications industry. She graduated with a BFA from the College of Imaging Arts & Sciences at the Rochester Institute of Technology.
Kris is the Director of Design & Production for Bull Marketing, Inc. Drawing on 15 years of graphic and website design, his primary focus is to map out cross-application workflows that help expedite production turnaround for clients while upholding brand integrity and design continuity. Kris is a graduate of DeSales University, and resides in Macungie, PA with his wife and their two children.
Em joined Bull Marketing in 2022 as a Design & Production Specialist and is responsible for working with clients to conceptualize, design and produce pitchbooks, white papers, multi-media and other customized investment marketing materials. Prior to joining Bull Marketing, Em accrued over 7 years of experience in design and production as a graphic designer within the multi-media and retail industries. Em graduated with a BA in Graphic Design from Chatham University in Pittsburgh, PA.
Ready to get bullish? Partner with us!
We’d love to learn about your goals and explore how Bull Marketing can support your team.
Creative Services with Denmark Capital
Content Automation with Community Capital Management
Content Maintenance with Xponance
Bull Marketing Inc. 