Topic: Branding

Need A Name Of A Newsletter For Alternative Invest

Posted by sb on 500 Points
Hi again!

I need the name of a newsletter that will be going out to investors who have less than $2 million in assets and would like to get into privileged investments in private equity and venture capital, and commercial real estate. "rich, but not rich enough"

The name we have now is "The Limited Partner", but that sounds to vague.

The vehicle of choice for this is the self-directed IRA, a little known investment vehicle that allows people with 401Ks and IRAs to direct those tax-advantaged funds in these Limited partnerships.

The name should have a corresponding URL available (maybe we should use a .org for this for higher perceived credibility?)

Thank you very much.

To continue reading this question and the solution, sign up ... it's free!


  • Posted by sb on Author
    So all of that without an answer. Thanks for wasting my time. By yelling at a paying member. You obviously don't run your own products or services. just "consulting". I get it.

    We are slated to release this the end of march and, we'll I need to change the logos and everything. That's not your concern though. I paid the price. Either you have an idea and you can accept the challenge or not. Let's see what you can provide besides being angry and shaming.
  • Posted by Jay Hamilton-Roth on Member
    What's the name of your company (if the newsletter is a tie-in)?
    Why a separate URL for the newsletter? Why not a subdomain on your existing website?
    Why would a reader of the newsletter be interested in "privileged investments in private equity and venture capital"? What's "wrong" with their existing investment strategies?
    Who specifically are you targeting? What region?
  • Posted by Gary Bloomer on Member
    How about The Savvy Investor?

    It's short, it's informative and aspirational, yet it makes no promises of earnings.

  • Posted by sb on Author
    Thanks Jay
    I’ll give you the backdrop here from the research we’ve done.
    We’ve identified our avatar as being “Robert”.
    Robert is 48 years old. Or older. Slightly overweight.
    Lives in middle America.
    College educated, middle management career. Probably in software or sales. . Could be a dentist or doctor or some other profession he’s been locked into and is desperate to learn where the pocket deals are.
    Drives a certified pre-owned Lexus or BMW.
    On his second wife, has 2 kids from a prior marriage.
    Is rich, but not rich enough: He has around or under $2 million dollars in investable assets. Far below the threshold any investment advisor or private banker would want to spend time on because they don’t make any real money in the business if its not at least $10 million. Hence, they are robo-advised.
    He desperately wants access to clubby deals, pre-IPO deals, not just for the sake of making money; Robert is drawn by the immediate elevation of status or dopamine rush he gets by telling his friends about the sexy investments he’s in
    Pre-IPO Lyft, Airbnb, and other deals that warren buffet has recently backed.
    He has very poor networks for this sort of thing, because Robert attended a Tier 3 or 4 college. Attends seminars and bootcamps. Spends thousands. Might have lost money on some “brother-in-law” deal, or in Bitcoin. But wants to know what the pros are doing. The sexy stuff, like fine art-based lending in NYC, or opportunities to invest with other very wealthy families into Class A office skyscraper in Miami.
    To get access to the very same info and make friends that the guys who worked at Goldman Sachs.
    Robert currently reads the Wall Street Journal, and at least one or 2 Stansbury Research newsletters.
    Robert was raised Christian. Though he doesn’t practice it so much today. And he is a conservative.

    Regarding the URL, we could break it off of
  • Posted by Jay Hamilton-Roth on Accepted
    Some suggestions to try on:
    Investment Insights
    Inside Deals
    Investment Breakthroughs

    There are a number of directions to take the newsletter naming, but it requires deeper knowledge of your direction, unique skill set, fiduciary restrictions, and your competition. If you're serious about a deeper dive in this project, hire a consultant to guide you through the naming options.
  • Posted by mgoodman on Moderator
    FWIW, if you are inclined to hire a consultant for the naming project, you can't do better than Jay Hamilton-Roth. His fee will payoff for you many times over. He is really good at this stuff.
  • Posted by mgoodman on Moderator
    Confidential Investments
    A Guide to Undiscovered Opportunities

Post a Comment