We’ll speak the
same language

We work exclusively with asset management and other financial services firms, offering in-depth insights into creating integrated investment marketing programs that skillfully blend strategic positioning with compelling sales techniques.

Messaging and content

Drawing from a 25+ year career in financial services marketing, Robert Carr’s experience in content development, product messaging and marketing promotions is backed by a deep understanding of the asset management sales process and investment product and compliance nuances.

Design and production 

Over the course of his career, he has also developed an impressive network of senior design, web and implementation professionals who can help deliver on broader marketing solutions, from visual brand identity and creative collateral layouts to literature templates and website building.

A flexible process to meet your needs

We work with a broad range of clients, from some of the world’s largest financial institutions to small startup firms. A collaborative approach offers services tailored to each client’s specific requirements. Choose only what you need — à la carte projects or end-to-end solutions.



Competitive landscape
Distribution network



Competitive landscape
Distribution network



Content development
Print & web design



Process management
Editing services


“I wanted to build an investment content practice that offers my clients the experienced insights and flexibility that I was always looking for when I was on the client side. A key differentiator in my approach is that I view content creation through a marketer’s eyes, constantly considering how it builds on my clients’ brand, positioning and sales opportunities.”

— Robert Carr, Principal

Professional background

Before launching Carr Communications NYC in 2008, Robert held senior marketing leadership roles at Franklin Templeton, Citigroup and Credit Suisse, as well as boutique marketing agency Wechsler Ross & Partners, where he managed relationships and marketing program development for asset management clients such as Merrill Lynch, Evergreen Investments, Ariel and US Trust.

His background spans across the full spectrum of traditional, alternative and multi-asset investment strategies, targeting every major asset management distribution channel, from institutions and retirement plan sponsors to RIAs, financial advisors and DC, HNW and retail investors.

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Let’s talk

212.247.3107  |  454 West 54th Street Ste. #2L, NYC, NY 10019