SERVICES OFFERED:
- Our services vary from client to client, which are performed either through multi-year
agreements adopted by our full-time clients or on an ad-hoc basis.
- A full investor relations strategy and assistance with the development of key messages.
- Company fact sheets and shareholder communications including disclosure news
releases, conference calls and webcasts, IR websites, annual reports and road show
power point presentations.
- Comprehensive fundamental company analysis targeting current and potential investors.
- Access to our proprietary database of several thousand micro-cap, small-cap and
medium-cap institutional money managers, high net-worth individual accounts and
account representatives of various Wall Street brokerage firms.
- One-on-one and group meetings with portfolio managers and equity oriented retail
brokers in key financial markets.
- Telemarketing on a frequent basis; daily, weekly, or monthly, of company fundamental
updates including the latest developments, significant events, and/or other criteria
deemed necessary for analysis of the company stock.
- Individual investor fair coordination at events throughout the country, primarily through
the NAIC (National Association of Investment Companies) and "Better Investing"
venues.
- Typically, our coordination of "Better Investing" initiatives is built in conjunction with
institutional and retail investor meetings at various venues around the country.
View Client Case Study
© Copyright 2007 The Cardinal Group LLC. 758 N. Broadway Suite 1224 Milwaukee, WI 53202
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ardinal: of foremost importance, valuable, paramount, esteemed, salient, distinctive,
fundamental, material, primary, notable, imperative, outstanding, critical, capital, chief and
foremost. We believe these definitions best describe the character of our firm.