Awards
Award-Winning Investment Marketing Projects

INTERACTIVE ADVISOR AND INVESTOR EDUCATION WEBSITE AND CAMPAIGN

Client: Buckingham Strategic Wealth
Award: 2023 WebAward Best Investment Website
Award: 2023 Gramercy Wealth Management Financial Content Marketing Award – Interactive Advisor and Investor Education Website and Storytelling Campaign
Award: 2023 dotCOMM Award Platinum – Website, Finance

REBRAND OF INSTITUTIONAL VALUE EQUITY MANAGER

Client: The London Company
Award: 2022 Gramercy Institute – Asset Management Marketing Awards “Branding”
Award: 2022 dotCOMM Award Platinum – Website, Finance
Award: 2022 MarCom Award Gold – Branding Refresh

Equity ASSET MANAGER WEBSITE design and development

Client: Polen Capital
Award: 2020 Asset Manager Website of the Year, Fund Intelligence Mutual Fund & ETF Awards
Award: 2020 IMEA STAR Awards Best Smaller Asset Manager Website – “Going Beyond” Advisor Website
Award: 2020 dotCOMM Award Gold – Website, Finance
Award: 2020 WebAward Outstanding Website – Web Development
Award: 2020 MarCom Award Platinum – Branding Refresh

MUTUAL FUND WEBSITE DESIGN WITH A BRIGHT FUTURE

Client: Homestead Funds
Award: 2022 WebAward Best Mutual Fund Website
Award: 2022 MarCom Award Gold – Branding Refresh
Award: 2022 dotCOMM Award Honorable Mention – Website, Finance

REBRAND OF a Real Estate Private Equity Fund Manager

Client: Preservation Equity Fund Advisors
Award: 2023 WebAward Outstanding Website
Award: 2023 dotCOMM Award Gold, Real Estate

REBRAND OF GLOBAL ASSET & WEALTH MANAGER

Client: Cape Capital
Award: 2022 WebAward Financial Services Standard of Excellence
Award: 2022 MarCom Award Platinum – Branding Refresh
Award: 2022 dotCOMM Award Platinum – Website, Finance

Equity Asset MANAGER WEBSITE and Brand Refresh

CLIENT: Axiom Investors
AWARD: 2022 WebAward Best Investment Website
AWARD: 2022 dotCOMM Award Gold – Website, Finance
AWARD: 2021 MarCom Award Gold – Branding Refresh

COMPREHENSIVE REBRAND OF AN ALTERNATIVE INVESTMENT PLATFORM

CLIENT: GLASfunds
AWARD: 2022 MarCom Honorable Mention – Branding Refresh

INSTITUTIONAL MUNICIPAL BOND MANAGER REBRAND

CLIENT: Clinton Investment Management
AWARD: 2022 MarCom Honorable Mention – Branding Refresh

Multi-family office Rebrand

CLIENT: Manchester Capital Management
AWARD: 2021 MarCom Award Gold – Branding Refresh

Fixed Income Investment MANAGER WEBSITE design and development

Client: Angel Oak Capital Advisors
Award: 2021 WebAward Best Financial Services Website – Web Development
Award: 2021 dotCOMM Award Gold – Website, Finance
AWARD: 2021 MarCom Award Honorable Mention – Web Refresh
AWARD: 2015 IMA Award Outstanding Achievement Financial Services
AWARD: 2015 MarCom Award Honorable Mention Corporate Website

Global commercial real estate rebrand

Client: NAI Global
AWARD: 2021 WebAward Real Estate Standard of Excellence – Web Development
AWARD: 2021 MarCom Award Gold – Brand Refresh
AWARD: 2021 dotCOMM Award Honorable Mention – Website, Finance

Financial and Real estate Holding Company Brand Launch

Client: QUARA Holding
Award: 2021 WebAward Financial Services Standard of Excellence – Web Development
Award: 2021 dotCOMM Award Platinum – Website, Finance
AWARD: 2021 MarCom Award Platinum – Web Development

Investment Advisory Firm Rebrand

Client: HCR Wealth Advisors
Award: 2020 WebAward Outstanding Website – Web Development
Award: 2020 dotCOMM Award Platinum- Website, Finance
Award: 2020 MarCom Award Platinum – Branding Refresh

Middle market investment banking firm rebrand

Client: FocalPoint Partners
Award: 2020 WebAward Financial Services Standard of Excellence – Web Development
Award: 2020 dotCOMM Award Gold – Website, Finance
Award: 2020 MarCom Award Gold – Branding Refresh

INSTITUTIONAL ASSET MANAGEMENT WEBSITE DESIGN

Client: Cambiar Investors
Award: 2020 IMEA STAR Awards Best Smaller Asset Manager Website- Investor Website
Award: 2019 dotCOMM Award Gold- Website, Finance
Award: 2019 MarCom Award Honorable Mention- Website

Real estate investment management firm rebrand

Client: WNC
Award: 2020 MarCom Award Gold – Branding Refresh

Nonprofit Foundation rebrand Project

Client: Cooper Housing Institute
Award: 2020 MarCom Award Gold- Branding Refresh

Venture Capital FIRM rebrand Project

Client: Callais Capital
Award: 2019 MarCom Award Gold- Branding Refresh

FIXED INCOME MANAGEMENT FIRM rebrand

Client: Wasmer Schroeder
Award: 2019 dotCOMM Award Platinum- Website, FInance
Award: 2019 MarCom Award Platinum – Branding Refresh

Co-Living investment brand launch

Client: Domos
Award: 2019 Web Marketing Association – Best In Industry Investment Website
Award: 2019 dotCOMM Award Gold – Website, Finance
Award: 2019 MarCom Award Gold- Branding

 

Family Wealth Asset Management Re-brand

Client: Ancora
Award: 2018 MarCom Award Gold – Branding Refresh

investment and advisory firm re-Branding

Client: Atlanta Capital
Award: 2018 MarCom Award Gold – Branding Refresh

Morood

International Investment and Family Office Branding

Client: Morood Group
Award: 2017 MarCom Award Platinum – Branding Refresh
Award: 2018 dotCOMM Award Platinum – Website, Finance

Gurtin

International equity mutual fund Manager website

Client: SGA Advisors
Award: 2017 MarCom Award Platinum – Branding Refresh

MainLine West

Municipal Bond Manager Rebrand Project

Client: MainLine West
Award: 2017 MarCom Award Gold – Branding Refresh

Gurtin

Comprehensive Municipal Bond Manager Rebrand

Client: Gurtin Municipal Bond Management
Award: 2017 IMA Best in Class – Financial Services
Award: 2016 MarCom Award Platinum – Branding Refresh
Award: 2018 dotCOMM Award Gold – Website, Finance

Financial Brand Marketing Agency brand refresh

Client: MBC Strategic
Award: 2018 dotCOMM Award Gold – Website, PR/Marketing Agency

Fullgoal

International Asset Manager Branding Project

Client: Fullgoal Asset Management
Award: 2017 IMA Best in Class – Financial Services
Award: 2016 MarCom Award Gold – Branding Refresh

Reality Shares

ETF Issuer Branding and Web Design

Client: Reality Shares
Award: 2016 MarCom Award Honorable Mention – Branding Refresh

Kayne_Anderson

Comprehensive Private Equity Website Redesign

Client: Kayne Anderson Capital Partners
Award: 2015 IMA Best in Class – Financial Services
Award: 2015 MarCom Award Honorable Mention – Corporate Website

Echelon_Asset_Management

Investment Branding and Marketing

Client: Echelon Asset Management
Award: 2015 MarCom Award Platinum – Brand Refresh

Partner_ESI_Awards

Due Diligence Firm Advertising Campaign

Client: Partner Engineering and Science
Award: 2015 IFCA Award of Excellence – Trade Journal Advertisement
Award: 2015 The Communicator Gold Award – Print and Design Excellence
Award: 2015 Summit Creative Award Bronze Award – B2B Trade Publication Campaign

Plaza_Home_Mortgage_Awards

Mortgage Company Brand Overhaul

Client: Plaza Home Mortgage
Award: 2014 MarCom Award Honorable Mention – Brand Refresh

Angel_Oak_Companies_Awards

Financial Services Firm Rebrand

Client: Angel Oak Companies
AWARD: 2015 IMA Outstanding Achievement – Financial Services
Award: 2014 MarCom Award Gold – Brand Refresh
Award: 2015 MarCom Award Honorable Mention – Corporate Website

Berkeley_Square_Awards

Alternative Asset Manager Branding and Fund Materials

Client: Berkeley Square Capital Management
Award: 2015 MarCom Award Gold – Branding
Award: 2015 IFCA Honorable Mention – Fund Information

Doffin_Investments_Awards

Branding a Registered Investment Advisory Firm

Client: Doffin Investments
Award: 2013 Interactive Media Awards (IMA) Outstanding Achievement Award
Award: 2013 MarCom Award Gold – Rebrand

GuardianIBHome_med

Comprehensive Company Rebrand and Website Redesign 

Client: Guardian Investment Banking
Award: 2011 Interactive Media Awards (IMA) Best In Class Financial Services
Award: 2011 MarCom Award Platinum – Rebrand

wamu_efficientfronteir

Strategic Asset Management Asset Allocation White Paper 

Client: Principal Funds
Award: 2010 Insurance and Financial Communicators Association (IFCA), Best in Show Fund Information

sunamerica_faq

Sunamerica funds Financial Advisors Quarterly Magazine 

Client: SunAmerica Asset Management
Award: 2010 MarCom Platinum Award – Industry magazine
Award: 2015 MarCom Platinum Award – Industry magazine

sunamerica_practicemangement_medium

Advisor Practice Management Program 

Client: SunAmerica Retirement Markets
Award: 2010 MarCom Gold Award – Practice Management
AWARD: 2011 MarCom Gold Award – Referral Program

MCAPHome_1152

MCAP Funds Rebrand gold award 2012 

Client: MCAP Advisers
Award: 2012 MarCom Gold Award – Investment Company Rebrand

SunAmericaReferral_covers

SunAmerica MarCom Awards 2011-2012 

Client: SunAmerica Retirement Markets & SAAMCo
Award: 2011 MarCom Gold Award – Referral Program
AWARD: 2012 MarCom Platinum Award – Retirement Research Campaign