Hands-On Partnership
EPOCH Financial Group, Inc., prides itself in taking a hands-on approach. Our clients work directly with our principal managers to develop a strategy that leverages a company’s core strengths and achieves the broadest possible reach in the investment community.
Customized Services
EPOCH offers a complete range of financial marketing services, from traditional Investor Relations to specialized communications. Depending on a client’s needs, we tailor our services to fit a company’s immediate and long-term requirements.
Investment Targeting
Financial contacts are absolutely essential in broadening a client’s shareholder base. At EPOCH, we identify and actively pursue those institutional investors, sell-side analysts, retail stockbrokers and financial media representatives who can best enhance a client’s market capitalization.
Performance Metrics
Your success is not just our goal, it’s how we measure our success. We provide every client with timely reports based on actual performance. The reports compare our outreach efforts with changes in stock price, trading volumes, and institutional and retail holdings.
Brand Marketing
We believe that branding is critical. For a firm to achieve its optimal potential, its defining capabilities must be recognized by its various publics. That’s why we make every effort to ensure that your financial communications – from press releases to major presentations – depict the company’s unique character in language that is as engaging as it is accessible.
Institutional Investment
Institutional ownership is the key to growth and stability for a public company. Major investors enhance long-term share price, trading volume and market visibility. EPOCH provides quantitative research on institutional investors for our client companies. Our analysis includes the investment decisions of over 10,000 North American portfolios relative to the investment characteristics of our clients. Additionally, we employ an innovative, high-level targeting procedure that has proven effective in attracting long-term investors for our client companies.
Sell-Side Visibility
Security analysts have a far-reaching effect on share valuations. For any company to build its market capitalization, it must win the approval of these respected voices. EPOCH focuses on those analysts who are most likely to have an effect on a client firm. The screening process involves a number of factors, including the analyst’s sector interest, specific concentration on market cap, and investment style. We work closely with the client to create the appropriate corporate messaging, and to develop exposure opportunities, such as analyst meetings, conference calls and webinars.
Retail Investment
Global equities markets are essential for long-term growth. The retail investor is often the key to weathering business and market cycles. EPOCH has a unique approach to targeting retail investors and creating a broader shareholder base. Using our comprehensive broker contact list – which includes every licensed broker in the U.S. – we build and secure a powerful foundation of retail brokers for our client companies. We also work to include in that foundation retail market-makers and accredited individual investors who have an impact on the investment community.
Financial Branding
To succeed in the multi-faceted media universe, a company must have a compelling message that is consistently told. EPOCH positions your company to showcase its unique potential. Through a variety of avenues, such as conferences, IR publications, and investor presentations, we secure the opportunities that highlight your company’s strengths. We also craft a wide range of communications: speeches, annual reports, employee communications and scripts for conference calls and annual meetings. By developing the language and context that resonate with your various publics, we help establish your company as a touchstone of quality and innovation.
