Marketing Collateral

MTB Investment Advisors

Showcasing a fascinating investment process.

Eve was asked to write a brochure detailing MTB Investment Advisors’ unique investment process. To gain a thorough understanding, she conducted interviews with a range of financial analysts, planners, fund managers, and investment professionals. Then Eve worked in partnership with Carla Hall Design Group to create a dynamic combination of words and images that captured MTBIA’s creativity as well as the power of their work.

“When I first contacted Eve, we were in a jam. Way behind on our brochure for MTB Investment Advisors, the original writer wasn’t making it jell. We were impressed by Eve’s industry knowledge, unflappability, and willingness to dive in. … She did a beautiful job of capturing our messages and corporate positioning.”

Jane S. Kennedy
M&T Investment Group


Marketing risk management solutions for pension plan sponsors.

Eve wrote a marketing brochure and a series of product cards targeted at pension plan sponsors for MetLife’s Structured Risk Solutions (SRS). She was invited to participate in the project by The Edelman Group. In addition to writing copy, Eve consulted on overall strategy. Her observations led to a change in focus for the division’s principal capabilities brochure. Instead of SRS’s products, the brochure concentrates on its relationship-building abilities and customized services. In all, Eve wrote five pieces for SRS, and worked with The Edelman Group to make sure they were consistent in their style and structure.

UBS Global Asset Management

Marketing a REIT mutual fund.

Before investing their money, people want to understand the value of an opportunity. This can be particularly true when it comes to alternative investments like real estate investment trusts (REITs). When UBS Global Asset Management asked for help to promote a new REIT mutual fund, Eve met first with the firm’s marketing and product teams to find out what was unique about the fund’s investment approach. Then based on her findings, her existing knowledge of REIT investing, and her own research, Eve wrote a 12-page brochure that made the case for the asset class and explained the benefits of the investment process. She also recommended specific charts
and callouts.