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writing shareholder communications

Features | Shareholder Communications | Marketing Collateral/Print | Marketing Collateral/Web

Mutual Fund Shareholder Reports


Clients:

GT Global
Montgomery Funds
Wells Fargo Funds

Clear, concise communication is key for shareholder communications. We've helped leading fund companies with their quarterly, semi-annual and annual fund reports. Working with portfolio managers, we translate technical overviews into reader-friendly reports.

gt photomontgomery photo

wells fargo photo

Annual Reports

Clients:

The Mechanics Bank
The Mechanics Bank, a regional bank, wanted to stress its community involvement and relationship banking in its annual report. Our writeup emphasized their contributions to the West Contra Costa Salesian Boys and Girls Club.

See sample text from project


mechanics bank

 

Celeritek
Celeritek designs and manufactures semiconductor components and subsystems used in the transmission of voice, video and data over wireless communications networks. In this annual report, they wanted to communicate their successful transition from the defense contractor marketplace to commercial wireless communication.

cleritek

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