CASE STUDY

Bel Air Investment Advisors

Strategies for Controlled Messaging

Results

Over 60 billion media impressions

Featured broadcast interviews on networks including CNBC, Bloomberg and Cheddar News

Executive commentary featured in The New York Times, Wall Street Journal, and more

“They’re accessible, thoughtful, easy to work with, and transparent in pricing.”


COO, Bel Air Investment Advisors

In a world where financial markets are rapidly evolving, Bel Air Investment Advisors, known for their exceptional high-net-worth wealth advisory services, recognized the need to elevate their PR game. The Pollack Group (TPG) devised an innovative thought leadership platform to transform Bel Air into a go-to media resource for financial market insights and analysis.

TPG’s strategy pinpointed each portfolio manager and investment advisor’s unique skills and aligned them with relevant media sectors. This allowed TPG to capitalize on their expertise through proactive outreach, weaving it seamlessly into the financial and business news narrative. The result? A robust foundation for sustainable media relationships that have withstood the test of time for over 15 years.

Bel Air’s media reputation as “the expert you want to quote” has been meticulously crafted through TPG’s continued dedication to amplifying its client’s voice during critical breaking news moments. The onset of the COVID-19 pandemic brought unprecedented market volatility and public policy shifts. Despite these challenges, Bel Air Investment Advisors became a beacon of trust and reliability in the ever-changing media landscape. Since 2020, The Pollack Group has garnered an astonishing 60 billion organic media impressions for Bel Air.

Bel Air advisors and portfolio managers have been featured via broadcast interview on networks including CNBC, Bloomberg, and Cheddar News, and quoted in top-tier editorial outlets like The Wall Street Journal, The New York Times, CNN, Reuters, Yahoo! Finance, Forbes, U.S. News and World Report, Associated Press, Business Insider, Fortune, and MarketWatch… to name a few.

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