Asset manager video marketing

low-Cost // Studio-Quality

Break Through the Noise

Capturing attention is harder than ever. Video can help you break through the competitive noise. Wealth Advisor Video (WAV) offers a unique, low-cost service that helps you do that by greatly simplifying and lowering the cost of studio-quality video production. With prices as low as $800 per video, it’s a perfect solution for fund marketing and shareholder communications.


All it takes is a 15-minute session on how to use our app, HD webcam, and simple file handling process. We interview your portfolio manager over a Google Meet session and after a shoot, your raw footage is uploaded to a shared cloud drive where we add our Hollywood magic - seamless editing and studio-quality animation and graphics.


Our unique approach allows WAV to keep video production costs low not only by using a remote process to capture footage but also by only offering our services on a subscription basis to clients looking to fulfill an ongoing need for video content. This also allows us to reduce per video graphic design costs. Our base contract is $3600 for 4 videos per year or for $9600 per year you get 12 videos, just $800 per video.


2-Minute Why & How

Check out this short video to see why video is becoming a key tool for asset manager and advisor marketing and client communications.


the 4-step Process


1: Shoot the Messenger

Download and install our app & studio-quality webcam and you're ready to shoot stutter-free, HD footage of your PM or other firm principal.

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2: Draft Cut & Review

Your footage is uploaded to your WAV cloud drive, then transcribed, draft-cut and returned to you for editorial and compliance review.

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3: We Add the Magic

Return your mark-up and our editors do a final cut and apply our Hollywood magic, adding chart overlays, backgrounds, and other animations.

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4: Release & Promote

After your final edits, we produce both a full-length and a 30-second promotional "trailer" video ready for upload to your firm’s website and social media accounts..

Production Upgrades

Our base video pricing is for the editing and post-production graphics of principal interview footage, along with the addition of custom opening and closing animations branded with your firm’s logo and color palette. Following are available upgrade options:

Charts & Tables Overlays ($50 per element)

Adding charts and tables can make a video more credible and engaging. With this upgrade option we convert and animate any PDF holdings, allocation, or performance charts and tables you are currently using in your print collateral and add them to your video interview where they are referenced in the presentation.

Onscreen Talent ($500 per video)

WAV also makes available on-screen talent to deliver a either a prepared script or to act as an interview anchor to give your video the look and feel of a CNBC interview. If they serve as an interview anchor the post-production will use the split-screen graphic treatment as in the sample video below.

Employment of on-screen talent is done on an annual contract basis and requires a 4-video minimum engagement.

Design Options

For every new client there is a one-time fee to cover the set-up and design of the opening, closing and transition animations for your videos.

The set-up fee is $500 if you choose from among our menu option linked below. We also have an enhanced graphics package which gives you custom animations, custom b-roll for transitions, as well as the design of a logo wall or a bespoke search for a custom interview background image. This enhanced package adds an additional $500 for a total fee of $1,000. To take full advantage of this upgrade you need to be using our green-screen production process.

Portable Studio Gear

While all that is required for using our service is our app and studio quality webcam, for firm’s that want to upgrade the quality of their footage we offer two portable studio gear packages for to give you even better lighting, sound, and backgrounds for your videos.


Check out this short video to see just out how simple it is to set up our portable, in-office studio gear.

"Surfing's one of the few sports that you look ahead to see what's behind."

Laird Hamilton

WAV’s sole focus is making studio-quality production so easy and low-cost that video marketing becomes practical for any asset manager.

Unlike the print commentary that still dominates the industry, video can capture a portfolio manager’s confidence and focus in a way a document cannot. It’s not just that video is more interesting, and more likely to hold client attention, it also communicates more effectively.

Our founding vision is that successful investing, like surfing, requires a forward focus on what lies behind. It is a particular kind of balance that makes portfolio commentary a unique kind of communication. It requires the artful touch of applying historical reference points to future outcomes.

WAV was founded by fintech entrepreneur Jonathan Bentley who was previously head of marketing and digital content at InvestCloud, the leading hyper-modular financial app platform in the US whose clients include Goldman Sachs, Callan Associates, Capital Group and JP Morgan Chase. Jonathan joined InvestCloud when they acquired his previous company LightPort, a leading client portal developer for larger RIA’s.


7080 Hollywood Boulevard,
Los Angeles, CA, 90028



Contact Us

If you would like additional information or to set up a call please reach out to us.

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