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Income Research + Management, a Boston-based fixed income manager, appointed its first CEO after operating under three managing principals. This created new opportunities for positioning its leadership to institutional investors and for raising its brand profile and searched for an effective marketing communications agency.


As the first public relations and marketing communications firm Income Research had hired in its 32-year history, Montieth & Company executed a carefully thought-out media strategy that minimized risk, while still making the most of the opportunity to raise the brand profile.


A media tour with the CEO with influential media contacts prior to his appointment laid the groundwork for a series of feature articles on the company when the leadership change was announced, including Pensions & Investments, Institutional Investor and FundFire.