The Client
Oak Harvest Financial Group offers investment management and retirement planning services, with a focus on helping clients build confidence in their financial future. 

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The Challenge

Oak Harvest wanted to promote its new mutual fund, OHFGX—a long/short hedged equity fund—designed to offer growth potential with active downside protection. The team needed a compelling way to explain a complex strategy in a way that would resonate with both retail investors and financial professionals. 

 

The Solution

We created a visually driven pitch book that used surfing metaphors to make sophisticated investment concepts more accessible. The messaging highlighted how OHFGX helps investors “ride the waves of growth” while managing risk during downturns. Each section of the pitch book is built on this theme, connecting emotional investor concerns with the fund’s structured, data-driven approach. Technical content was distilled into plain language, paired with clean visuals and clear calls to action.

 

The Result

The pitch book gave the Oak Harvest team a powerful tool to support conversations with RIAs, clients, and prospects. It elevated the fund’s positioning, made the strategy feel more relatable, and helped differentiate OHFGX in a crowded investment landscape.