Lexington Partners
Lexington Partners’ extraordinary team and reputation lay the basis for a rebrand that celebrates the firm’s promising future and remarkable past.
Scope
New York Life
Supporting all employees, including 12,000 Sales Agents, with creative graphics
TritonPoint Wealth
With the ocean as our inspiration, we crafted a modern, sophisticated, and impactful brand for TritonPoint Wealth
Dynamic Wealth Group
One refined brand. Three new websites.
Financial Communications Society
We designed a new website to start the next chapter for this not-for-profit’s 55-year legacy
Wasatch Global Investors
We rebranded Wasatch Global Investors to clearly express their 100% focus on investment management
Tweedy, Browne
Bringing elegance and modernity to a century-old bastion of value investing.
Presilium Private Wealth
Through •pre•science, Presilium creates wealth management plans that are re•sil•ient in the face of challenge, thus bringing their clients stability and equilibr•ium•
Edgewood Management
A logo and brand that visually depicts their investment strategy, unified approach and commitment to growth
Premier Path Wealth Partners
Complete branding and web design for premier advisory firm
Geller
We merged Geller’s two websites into one hub for their online presence, and a framework for their next chapter
Advisors Assets Management
March Madness? The Masters? We created a campaign that hit home with AAM’s audience
Nordwand Capital
We created a brand that evokes exclusivity by referencing its namesake mountain
Paragon Data Labs
Refining the image for a rising force in fintech
DayMark Wealth Partners
A brand based on a nautical navigation tool symbolizing guidance and servant leadership
Janus Henderson Investors
We partnered with marketing team at Janus Henderson to bring the emotion of market uncertainty to life
Intergy Private Wealth
Colorado Springs-based wealth management as strong and energetic as its environment
Nilsine Partners
A brand to reflect wealth management with a person-first perspective.
The Invictus Collective
A team of wealth management experts, guided by an entrepreneurial ethos.
ABS Global Investors
Global Reach. Local Approach. Differentiated Results.
Cyndeo Wealth Partners
We developed a brand for Cyndeo Wealth Partners to emphasize connectivity and impact
Keebeck Wealth Management
We built a brand for Keebeck that enabled them to step forward
Jackson Square Partners
One team, one philosophy, one mission and one website
Americana Partners
We provided Americana Partners with a brand to help them go national
High Note Wealth
Positioning High Note Wealth as a firm that helps clients live their best financial lives
Athena Art Finance
We helped launch this discreet provider of bespoke financing solutions for the global blue-chip art market
R&T
We brought new meaning to the "and" in Reich & Tang
GemShares
We secured GemShares' place in the market with a dynamic brand and website
Shorehaven Wealth Partners
A better life through better planning
Brightwood Capital Advisors
A dynamic site for a dynamic investment manager
Regent Peak Wealth Advisors
Branding Regent Peak to help them make it happen for their clients
Venture Visionary Partners
We constructed a brand that mirrors their mantra of Clear Vision. Smart Solutions
Centerstone Investors
Creation of a strong and regal brand for a value-oriented investment manager
Aaron Wealth
The quality of an institutional leader, the personal attention of an exclusive boutique
Interchange Capital Partners
Launching a company built on clarity and action to mitigate risk and capture opportunity
Proquility Private Wealth Partners
An advisor and counselor, empowering their clients to enjoy what matters most
Mitchell Sinkler & Starr
Refreshing a trusted brand that has provided investment advisory services for over 50 years
Leverty Financial Group
Providing clarity, integrity, expertise, commitment through comprehensive financial planning
Calamos Wealth Management
Creating a familial, yet distinctive voice within a global investment firm
Neo Alternatives
A brand to present innovative solutions for a sophisticated clientele, with a current focus on the high-growth cannabis industry
Great Diamond
Helping Great Diamond Partners introduce themselves
Brandywine Oak Private Wealth
We positioned Brandywine Oak as a financial advocate, coach and friend
Bailard
A website that enables both sides of the business to shine
Unique Wealth
Time, coral and the sea are the inspiration for this Tampa-based wealth manager
The Needham Group
How do you present both funds and investment banking?
Intrepid Capital Management
Our first goal: illuminate Intrepid Capital Funds’ unique investment philosophy; our second: introduce their private wealth focus/subsidiary
Hamlin Capital Management
Iconic NYC images to present enduring strategies for wealth preservation and long-term capital appreciation
Rothko Investment Strategies
Innovative portfolio solutions driven by Artificial Intelligence
Amplius Wealth Advisors
Solving complex decisions to best protect, sustain, and transfer wealth