Case Studies
Recent Featured Projects

Case Study Archive

• Rebranding First Pacific Advisors to Modernize Its Value Investment Presence
• Designing Custom Podcast Artwork for The Wall Street Journal
• Developing Brand Strategy and Identity for a Mission Organization
• Clarifying Institutional Positioning for a Small Cap Equity Strategy
• Building an Integrated Marketing Engine for Financial Advisors
• Structuring a Mutual Fund Website for Multiple Investor Audiences
• Positioning an Active Systematic Strategy for Institutional Allocators
• Transforming Digital Experience for an Institutional Investment Firm
• Developing a Performance-Driven Mutual Fund Campaign
• Modernizing the Digital Platform of a Global Private Credit Firm
• Strengthening Institutional Positioning for a Private CRE Debt Manager
• Driving Market Visibility Through Integrated Activation Campaigns
• Launching and Marketing an Active ETF Strategy
• Strengthening Market Positioning AGNC Residential Mortgage REIT
• Venture Capital Website and Rebrand
• Rebuilding Brand and Digital Infrastructure for an Alternatives Platform
• Repositioning a Value Equity Strategy for Institutional Capital
• Repositioning a Multi-Strategy Wealth and Asset Manager
• Enhancing UX and Fund Data Presentation for a Mutual Fund Family
• Repositioning Trimont in Institutional Commercial Real Estate
• Defining Brand Architecture for a Global Financial Firm
• Repositioning a Municipal Bond Strategy for Institutional Investors
• Rebranding a Real Estate Investment Firm
• Rebuilding a Commercial Real Estate Investment Website
• Repositioning a Family Office Investment Platform
• Clarifying Institutional Narrative for a Growth Equity Manager
• Designing an Interactive Education Platform for Buckingham Strategic Wealth
• Elevating Brand Positioning for an Institutional Equity Manager
• Rebrand of a Middle Market Investment Banking Firm
• Rebranding of a Family Office
• Rebranding of a Venture Capital Firm
• Branding Strategy for an Investment Advisory Firm
• Launching of a New Real Estate Asset Class
• Branding the Value of Impact Investing
• Bringing a New Brand Story to a Storied RIA
• Institutional Asset Management Website Design
• Rebrand for an Investment Management Firm
• Rebrand for a Fixed Income Management Firm
• Award-Winning Rebrand for an Investment Company
• Alternative Asset Service Provider Marketing, Advertising and PR
• Alternative Fund Website
• Award Winning Investment Manager Branding
• Award-Winning Rebrand for an Investment Bank
• Branding Insurance
• Building Identity
• Comprehensive Asset Manager Branding
• Due Diligence Firm Advertising Campaign
• ETF Provider Rebrand and Marketing Campaign
• Finance Company Rebrand
• Financial Services Firm Rebrand
• Impact of Women in the Financial Advisory Industry
• Industry Research Reports
• Internal Investment Communications
• International Asset Management Firm Branding
• International Investment and Family Office Branding
• Investment Bank Presentation Deck
• Investment Company Website
• Investment Presentation and Profiler
• Investment Product Marketing
• Merger Communications
• Mortgage Company Brand Overhaul
• Municipal Bond Manager Comprehensive Rebrand
• Municipal Bond Manager Rebrand Project
• Mutual Fund Website Launch and Rebrand
• Newsletters
• Practice Management Materials
• Private Equity Branding and Website Design
• Private Equity Comprehensive Website Redesign
• Real Estate Platform Development
• Rebrand and Relaunch
• Rebranding an RIA
• Private Equity Fund Rebrand
• White Paper Series