Customized Investor Relations Services, Strategic Counsel,
Independent Investor Conferences & Award-Winning Graphic Design

Three Part Advisors and Halliburton Investor Relations & Communications have combined forces and it’s our clients and investor relationships who will see the greatest return on our shared investment. Each company is a leader in investor communication and by joining forces we leverage the expertise and increased scale to deliver superior, strategic investor relations counsel and outreach, investor conferences, expanded relationships, strong financial communications and creative, award-winning graphic design services to our clients.

Capabilities & Services

Why Three Part Advisors?

Experienced IR/Capital Markets professionals – Our senior staff have more than 20 years of average experience in IR and/or capital markets. Our team includes experienced IR agency professionals, former directors of research, sell side research analysts, and money management firm analysts. Our team is also actively involved in the CFA society and the National Investor Relations Institute (NIRI), the organizations that set ethical and professional standards for professional investors and investor relations professionals. Based on decades of experience through multiple market cycles, we know how both buy side and sell side investors think, what motivates them to make investment decisions, or provide research coverage.

​Dedicated to providing tangible results and making the most effective use of management’s time – Our programs are designed to help plan, execute and track the key activities that will allow our clients to achieve their investor relations goals. We work closely with our clients to develop clear and consistent messaging that articulates your investment thesis. And, we realize the management time related to interacting with investors is scarce and we work hard to make sure that time is used effectively.

Every client is important to us – To ensure we can deliver exceptional service, we cap the ratio of clients to senior staff members, which allows our senior staff to focus significant time on each client. We also tie staff compensation directly to how well clients are serviced.

Strong investor relationships and network generation engines – TPA has a large and continuously growing base of investor contacts that set us apart.  Annually, our firm produces three IDEAS investor conferences that are sponsored by money management firms that collectively manage more than $150 billion in assets. Each conference profiles 50 to 70 public companies to an audience of 250 to 350 professional investors. Through our investor conferences and investor relations work, we add more than 100 new trusted investor relationships every quarter.

Differentiated targeted marketing – New York is clearly the “center of the universe” when it comes to public company investing. However, there are thousands of quality investment targets located in various markets all over the country. Three Part has great relationships in New York, as well as major and minor investment communities across the rest of United States and Canada. Our staff are all located centrally in Dallas/Fort Worth, which makes it easier to travel and develop relationships with investors on either coast and in all places in between.

Investors trust us to generate great IDEAS – Investors want to hear about the companies we are working with because we’ve developed a strong track record of bringing them great ideas through our IR practice and our IDEAS Conferences. We work with and have built a reputation for introducing investors to great ideas. Collectively, six out of ten companies that we have interacted with have outperformed the market. 

Award winning design services – Since 1979, Three Part Advisors subsidiary, Briley Design Group, has been developing design solutions for branding, marketing, communications and advertising that deliver messages with clarity and impact.

Let's Talk

Interested in learning more about how our team can help with your investor relations and financial communications? Want to find out more about our graphic design services? To schedule a time to talk with our team, please contact us at (817) 310-0051 dmossberg@threepa.com