FMA Advisory, Inc.

Industry
FMA Advisory is a federally licensed, independent investment firm which provides investment advice to clients across the United States. Nominated for Barron's Top 100 Independent Financial Advisors and ranked in the top five money managers by the Central Penn Business Journal, FMA provides wealth management for individuals, businesses and retirement plans.

Challenge

As fee only asset managers, FMA needed to differentiate itself from commission-driven brokers or those who are biased towards specific company endorsed investment products. FMA wanted to maintain a highly personalized, service-oriented connection to their existing clients and to sustain growth on a national level.

Strategy

Based on findings about investor’s concerns related to the economic climate, AdAbility created a series of “Straight Forward Investing” print ads to communicate how FMA Advisory was different in their approach to working with clients.

The web site and collateral materials that were developed convey FMA Advisory’s quality reputation and help reach a targeted market of high net worth individuals and businesses. More detailed information is provided about the fee only difference and why that is a benefit to clients.

In addition, AdAbility has implemented an ongoing public relations campaign to identify financial news and trends that resonate with investors. PR efforts include issuing regular news releases and providing relevant information to the media to establish the firm’s advisors as experts and news resources on complex financial matters.

Results

FMA Advisory has expanded not only its geographic range to include clients nationwide, but has increased the total assets under management. The Principals of FMA have been prominently featured in print articles and broadcast segments dealing with financial issues.