MBC Strategic

Washington Mutual

During its rapid national expansion in the late 1990s and early 2000s, WaMu was consistently at the forefront of marketing creativity and innovation. Throughout the ten-year period, MBC team members enjoyed an intimate and extensive branding relationship with the firm, supporting their dramatic growth and assisting with the development of award-winning marketing strategy and execution for their banking, brokerage, and investment management divisions. MBC assisted with brand development, content creation, product management, fund company website design, research-focused product positioning and the development of sales and marketing materials.

During the final five years of the relationship, assets in the firm’s asset allocation portfolios increased nearly 500% while the industry averaged growth of about 3.5% per year. Through the course of the evolution of the partnership, the asset allocation portfolios buoyed the mutual fund company‚Äôs overall assets from below $2 billion into a powerful scale hurdle point of more than $20 billion, with nearly all the growth attributed to the portfolios.

Case Studies


The team at MBC has worked across SunAmerica’s companies for more than 15 years

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Russell Investments

MBC has assisted one of leading global asset managers since 2005, working across multiple divisions and product lines

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Principal Financial Group

MBC provides ongoing positioning and support for Principal Funds as well as their asset allocation program

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