Institutional or retail, you may have landed here while researching a company we advise. Here's what our involvement means — and what it doesn't.
For Investors
What we do
We help international public companies communicate with U.S. investors clearly, consistently, and in compliance with U.S. securities laws. When we work with an issuer, you should get a well-organized investor presentation, a coherent account of the business and its strategy, disclosure that answers the questions investors actually ask, and a responsive investor relations function.
What we don't do
We're not a broker-dealer, placement agent, or investment adviser. We don't recommend buying or selling any security, we don't sell securities, and we're never paid to promote stock. Nothing on this site — or in client materials we help prepare — is investment advice or an offer of securities.
Where to verify
An issuer's SEC filings — the annual report on Form 20-F and its Form 6-K submissions — are the authoritative record, available at sec.gov. Our clients' IR pages will point you there. Questions about one of our clients? Go straight to that company's IR team.
One more thing worth knowing
Individual investors now place roughly one in every four or five U.S. equity trades — double their share a decade ago. That's why we push clients to communicate in plain language that works for professionals and individual shareholders alike. And when we build retail programs for clients, we build them from the filings out — the first thing the campaign tells you is what a careful reader would find anyway. Confidence built on disclosure lasts; confidence built on promotion doesn't.
Source: JPMorgan and Jefferies estimates via Reuters and others, 2025: retail investors at 20–25% of U.S. equity trading volume on average, peaking near 35% in April 2025; roughly 10–15% a decade earlier.
Tell us where you are. We'll tell you what we see.
Prepare the market to understand your business.