PRIVATE WEALTH MANAGEMENT COMPANY NEEDS COMPREHENSIVE MESSAGING

Boutique Investment Firm | Houston, Texas | Strategic Communication Package

the problem

• Marketing materials

• Brand confusion

• Competing partner strategies

This company came to me saying they needed some help with marketing materials for the various funds they offer to their clients.  They needed their complicated investment strategy explained in a way their clients could understand and confidently invest in.  What I did not know walking in was that they did not have a well-defined brand and that the Partners in the firm disagreed on firm colors and logo. 

the solution

• New brand that addresses all the issues

• Created key messaging explaining complicated investment strategy

Good marketing starts with clearly defining your brand.  I brought the Partners together to find out where the discrepancies where with the brand and recreated the logo and brand standards to address all of the issues. 

From there I created messaging surrounding the firm and each of their seven investment funds.  From key talking points to full, multi-page brochures to help their clients and potential clients understand the ins and outs of their complicated investment strategy. 

the outcome

• Streamlined communications with clients

• Increased portfolio

• Increased client investments

The branding and marketing materials made it easier for the firm to communicate their strategy with their clients and potential clients. They signed more investors to their funds and have had a lot of positive feedback that their brand is more professional and giving their clients more confidence in their investment.