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Investors today generally lack confidence in the financial services sector of our economy. Consequently, it is imperative that investor confidence be restored. One important component to restoring investor confidence is improved investor education. If you are a broker dealer who wants to better educate your customers, an investor education organization, an organization seeking grant funding for an investor education project, or a state or federal agency that provides investor education, Turris can assist you in the development and delivery of quality investor education materials and programs. Our services include:
• Development and distribution of effective investor education materials - Turris will assist you with the development of materials for your program and the distribution of the materials through various channels (seminars, brochures, websites, etc.);
• Assist in the grant writing process - Turris will consult with you to fully develop your project idea and make sure it is in compliance with grantor requirements; discuss the best organization to seek grant funding from; assist in the drafting of the grant request pursuant to the specifications of the grantor; and assist with answering questions the grantor may have about the proposal.
• Monitoring of performance metrics - A key component in the grantor's decision to provide follow-on funding is the performance of the initial program. Turris will assist you in developing and tracking meaningful performance metrics and providing reports to the grantor.
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