US Retail Programs

The US retail investment community is the world's largest group of investors with direct equity holdings of approximately $6 trillion. Most retail investors are traditional "buy and hold" long-term investors who eschew quick returns from short-term active trading and buy and sell in patterns unrelated to institutional movements. This group of over 80 million individual investors is steadily increasing investment in non-US securities and accounts for over half of ADR ownership today.

Taylor Rafferty is the leader in US retail investor programming. Efficient and effective access to this pool of investment capital requires a comprehensive understanding of how to navigate the crucial distribution channels and the interplay between the retail investor and corporate information.

We pioneered a multi-channel approach to successfully access this pool of investment capital. Strategies include taking full advantage of sell-side recommendations and infrastructure, improving corporate IR websites, corporate profile raising through the financial media and accessing the leading retail conferences. We monitor the major on-line investor websites to ensure the factual accuracy of our clients' financial/investor information and tailor and time clients' message and delivery for maximum retail impact and investment response.