What We Do

Creativity is not talent but attitude”.

Jenova Chen

We are highly specialized

industry experts working to differentiate our clients in the increasingly competitive financial services space.

Our effective end-to-end solutions

empower our clients to raise capital, drive investor awareness, attract and retain clients, and build institutional brands. Whatever the need, we produce a strategy to address your goals.

Branding & Corporate Identity

  • Logo Marks
  • Business Cards, Letterhead & Envelopes
  • Typographic Treatments
  • Banners & Signage
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Messaging & Strategic Content

  • Pitchbook & Presentation Writing
  • Naming & Tagline Creation
  • SWOT Analysis & Competitive Landscape Evaluation
  • Core Messaging including Positioning, Value Proposition, Mission Statement, Elevator Pitch & Platform Descriptors
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Marketing Materials

  • Pitchbooks & Presentations
  • Factsheets & One Pagers
  • Custom Brochures
  • DDQs
  • Research/Performance Reports
  • Newsletters & Investor Communication
  • Infographic Design
  • Event/Conference Materials
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Print Management & Fulfillment

Backed by three decades of pre-press and printing knowledge, we manage the entire design and print process. Our leadership team has the creative vision, project management skills and technical background to create the most sophisticated and dynamic print materials, from the simplest data sheet to the most complex prospectus, pitchbook and executive presentation.

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Websites & Technology Solutions

  • Website Design & Development
  • Hosting & Support
  • Investor Relations Portals
  • Microsites
  • Splash Pages
  • Online E-Marketing
  • Multi-Tiered Access Data Rooms
  • SEO (Search Engine Optimization)
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IR Engine and Data Room Development

Ovis Technologies enables alternative asset managers to produce accurate and timely information on an investor level, fund level and a firm level. We ensure fast, effective and compliant access to information, such as performance attribution, portfolio liquidity, fund performance, investor net and gross returns, tax data, audit information and fund exposure.

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Helpdesk, Security & Hosting

At Ovis, we understand that service and support are critical components of our clients' success. That's why we offer comprehensive service and support packages that cover hosting, security, compliance, and help desk support.

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Software Services

  • Data warehouse/lake (ETL)
  • Compliance planning
  • Ongoing maintenance & management
  • Online applications & APIs
  • Process & Security Managemen
  • Project consulting
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The OCMO responsibilities include, but are not limited to, facilitating brand awareness and accelerating growth by developing a comprehensive strategy and execution plan...

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We were founded with the vision...

to deliver sophisticated marketing communication solutions that differentiate our clients in the increasingly competitive financial services space. From strategic messaging and pitchbooks, to distinctive websites, customized software, our work is conceptualized, created and executed in-house by highly specialized industry experts.

We have the unmatched combination of marketing experience and industry expertise to:


The Strategy,


The Solutions,

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The results you need.

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We leverage our time-tested, integrated, “one-team” approach

to help clients build their brand, articulate their message and produce effective marketing communication materials and websites. We offer end-to-end solutions that are customized for every situation.

View our work

Please contact us to schedule a consultation.

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