IT'S TIME TO DISCOVER
The Missing Link Between Great Strategy and Real Growth
You’ve built a strong strategy — but without the right narrative, it may never reach the investors who matter. We create the stories, so you can win flows, retain investors, and unlock growth.
Narrative Architecture™ –
The Core of Asset Growth
What Is Narrative Architecture™?
The intentional design of your firm’s story — strategy, portfolio, people, performance, and purpose — crafted to inspire investors and drive action.
What It Delivers
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Cohesive messaging that elevates your firm
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Proof points that build investor confidence
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A framework to scale communications across channels
Full Spectrum of Services
Comprehensive Compliance Expertise
Proven leadership as inaugural CCO of a multi-billion-dollar RIA specializing in alternatives.
Co-founded and led a broker-dealer focused on alternatives with full compliance oversight.
Deep ’40 Act experience, coordinating mutual fund compliance and FINRA marketing reviews.
Broad regulatory expertise across SEC, FINRA, CFTC, NFA, insurance, and banking, with additional experience as a securities litigation consultant.
Strategic
Foundations
Narrative Architecture is the purposeful design of your firm’s story—covering strategy, portfolio, people, performance, and purpose—to influence investor belief and action.
Without it, even strong strategies can go unnoticed. A narrative shouldn’t just inform; it should inspire. By building, expressing, and scaling your Narrative Architecture, you can attract assets, keep investors engaged, and increase enterprise value.
Communications Engine
The Communication Engine
We turn values into stories, strategy into messaging, and execution into impact.
Content & Collateral – Materials that do more than inform — they inspire confidence and clarity.
Thought Leadership – Insights that position you as a trusted voice and keep investors engaged.
Digital & Traditional – Seamless execution across channels to ensure your story resonates where it matters most.
Compliance Expertise You Can Trust
Rick Lake uniquely blends marketing with deep compliance leadership.
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Chief Compliance Officer for multi-billion-dollar RIA
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Co-Founder & President of alternatives-focused broker-dealer
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40 Act mutual fund compliance expertise
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Regulatory knowledge across SEC, FINRA, CFTC, NFA, insurance, banking
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Litigation consultant in securities matters
Experience & Leadership in Alternatives
Rick Lake brings decades of experience leading and scaling investment strategies.
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30+ years in alternative investing ($5B consulting assets)
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20+ years in liquid alternatives ($500M+ AUM Mutual Fund)
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Entrepreneurial growth from startup to $700M+ AUM
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Partnered with sales team that grew fund family assets from <$3B to $16B+
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Multi-channel distribution success: RIA, family office, wirehouse, BDs, consultants, institutional, insurance, retirement
Proven Assignments Across the Alternatives Spectrum
We’ve led high-impact assignments across liquid alts, private equity, hedge funds, real estate, credit, and other alternative strategies — helping to attract inflows and new clients.
Real Estate
Residential credit funds, multifamily sponsors, DSTs, Opportunity Zones, ODCE index funds.
Alternatives
Global macro, managed futures, private credit & CLOs, private equity, media & entertainment.
Digital Assets
Bitcoin & Ether ETFs, managed accounts.
ETFs
Fund launches, advisor guides, diverse strategies.
Branding & Digital Marketing
Digital strategies, marketing guides, AI best practices.
Insurance Dedicated Funds
PPLI, PPVA, IDFs.
How We Work Together
01.
Discovery Session
Align on strategy and objectives
02.
Narrative Blueprint
Build your unique Narrative Architecture™
03.
Execution Engine
Deploy campaigns, content, and collateral
04.
Growth Tracking
Measure flows, retention, and brand lift
Why Hire a Narrative Architect?
Most firms struggle with the same challenges:
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Marketing that doesn’t translate complex strategies into investor confidence
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Collateral that informs, but doesn’t inspire action
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Missed opportunities because of compliance bottlenecks
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A sales team carrying too much of the storytelling burden
A Narrative Architect closes the gap. You get executive-level strategy, investor-focused messaging, and a clear framework that scales your marketing — cost effectively.
Narrative Alpha: Communications Services
Strategy
We define what sets you apart — shaping a narrative that articulates your unique value, aligns with investor priorities, and supports long-term growth.
Thought Leadership
Through white papers, books, articles, case studies, interviews, and research, we position your firm as an authority. These pieces turn expertise into influence, helping you lead conversations that matter.
Collateral
From decks and fact sheets to commentary and DDQs, we create materials that transform complex strategies into clear, compelling narratives. Every piece is designed to showcase your firm’s value, reinforce investor trust, and support the fundraising and retention journey.
Digital
Websites, due-diligence portals, blogs, emails, and landing pages built to deliver clarity, credibility, and connection. Each digital touchpoint is designed to carry your story seamlessly from first impression to lasting engagement.
Multi-Media
Infographics, webcasts, and videos that bring your story to life. We create compelling, visual, and interactive experiences that make complex ideas engaging and memorable.
Social Media
We craft social posts, press releases, and online ads that extend your reach and amplify your narrative. Each piece is crafted to highlight your expertise, engage investors, and position your firm as a thought leader across digital channels.
Alternative Marketing
Spectrum of Capabilities
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Collateral: Build the narrative foundation
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Website: Customize narrative to drive sales
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Content and Thought Leadership: Ongoing investor engagement
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Digital Marketing: Raise assets in a “digital first” era
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Media Relations: Build visibility and brand
Ready to Transform Your Marketing Strategy?
We’re here to help you sharpen your story and strengthen your market presence. Fill out the form, and let’s explore how our team can partner with you to build a marketing strategy that resonates with investors and drives lasting impact.