Weekly market notes
Macro recap · Fed / ECB commentary · sector views
↗ For wealth advisors and family offices Your market commentary,
Your market commentary,
produced in video.
Weekly market notes, quarterly outlooks, client updates — turned into polished branded video your clients actually watch.
Built around your expertise Approval before delivery Private or public distribution
BRIEFING DESK IN PRODUCTION
Weekly market notes Approved source · ready
✓ NARRATIVEMOTIONDELIVERY
produced in video.
ReportReel productionREADY TO REVIEW
Example output See the thinking
See the thinking
take shape.
Sample - Market commentary to client-ready video
What wealth advisors send us
The writing you're already doing.
Your investment committee produces more content than you publish. We turn the highest-signal pieces into video every week.
Quarterly outlooks
Asset allocation · positioning · risk framing
↗Client updates
Portfolio letters · topical briefings
↗Event reactions
FOMC decisions · earnings · geopolitical
↗Thematic deep-dives
Sector outlooks · idea write-ups
↗Annual letters
CIO year-in-review · strategy outlook
↗ The attention gap
Dense written expertise still matters. Video gives more of your audience a way into it.
Why video
Trust, at the speed of your research.
The investment committee has opinions. Clients want to hear them. Written notes get skimmed. Video gets watched — and remembered.
Clients watch what they file
The typical client opens quarterly letters, skims them, and files them. A 90-second video version gets watched — and increases the perceived responsiveness of the relationship.
Built for SEC Marketing Rule review
Script-first workflow means your compliance team approves before production. Disclosures are placed per your template. Archive package is ready for the next SEC exam.
Client-portal + social + LinkedIn
One produced video ships as master MP4, vertical cut, square cut, and email thumbnail. Your portal, LinkedIn feed, and next client email all get the same asset in the right format.
How it works
Contact us. Receive video.
Weekly cadence with a firm investment-committee workflow. Compliance approves at two gates.
Send what you publish
Forward your latest note, draft, or brief. Full text, bullet points, or a topic — whatever stage you're at.
We produce the video
Scripted, edited, and branded to your firm. Script approval before production; final-cut approval before delivery.
Delivered in 24 hours
Master MP4 plus social cuts and an email-ready thumbnail. Ready for LinkedIn, your site, and your next send.
FAQ Practical questions,
Practical questions,
straight answers.
Every engagement is scoped around your material, approval process, cadence, and audience.
01 How do you handle SEC Marketing Rule 206(4)-1? +
Testimonials, endorsements, and performance claims are flagged at the script stage. Required disclosures are pre-placed in the video and captions. Both script and final cut go through your compliance team before delivery.
02 Can we send notes that reference specific tickers? +
Yes. If your compliance policy requires position disclosure, those disclosures are incorporated into the script and placed on-screen.
03 What about videos for prospects vs current clients? +
We produce both, with correct marketing vs relationship classifications. Your compliance lead designates which bucket each piece falls into; we apply the matching disclosure template.
04 Can our CIO or PM be the voice of the series? +
Yes. Voiceover is included by default, matched to your firm's tone. If your CIO, PM, or founder wants to be the voice of the series, we build the video around their recorded audio instead.
05 How does the archive work for audit? +
Every video ships as a bundle with its script, source material, approval record, and the final cut. Your firm archives the bundle in whatever records-retention system it already uses — we produce and deliver the materials, your team owns retention.
Start with one update
Your next client update, in video.
Send us a recent market note. We'll review and come back with a proposal scoped to your firm's cadence and compliance workflow.
Discuss a briefing ↗