Financial Services

History and Experience Speak Volumes

TRA360 has been writing for the financial services industry since 1999. Financial services writing at TRA360 is committed to helping financial services companies, investment firms, securities companies, and private equity organizations:

  • Increase their customers’ financial understanding and wealth
  • Enhance profitability and customer satisfaction
  • Demonstrate compliance with domestic and international regulatory agencies

Talent Pool and Proven Experience

Our team of highly experienced financial writers have proven track records and the demonstrated skills to write Quarterly Fund Reports (QFRs), semi-annual reports, and annual reports for mutual fund companies that specialize in retirement funds, emerging markets, and other areas. Because our talent database is comprised of senior level talent, they know how to work independently with minimal supervision or as team members if the project requires.

Thought Leadership That Makes a Difference

Our writers have written thought leadership white papers on a wide variety of financial and investment topics, and delivered full suites of marketing collateral, including:

  • Blog posts
  • Brochures
  • Case studies
  • Interviews with fund managers
  • Newsletter articles
  • Presentations
  • Product datasheets
  • Speeches
  • Video scripts

Contact Us

for all of your financial writing services needs.


  • American Century Investments
  • BGI/BlackRock
  • Charles Schwab
  • ClearBridge Investments
  • Delaware Investments
  • Eaton Vance
  • First American Funds
  • Janus Funds
  • JPMorgan Asset Management
  • Merrill Lynch
  • Morgan Stanley
  • Putnam Investments
  • Rydex Investments
  • T. Rowe Price
  • Transamerica Retirement Solutions
  • Van Kampen Funds
  • AXP Funds
  • BNY Mellon
  • Citigroup
  • Credit Suisse
  • Dimensional Fund Advisors
  • Fidelity Investments
  • Fundtech
  • John Hancock Funds
  • Loomis Sayles
  • MFS Investments
  • Northern Trust Company
  • Pyramis Global Advisors
  • Sun Life Financial
  • Thomson Reuters
  • UBS
  • WisdomTree Investments