Client Challenges
Roundtable Investment Partners
A start-up Wealth
Management firm sought
to express the originality
of its model while assuring
investors of its caliber.
Pentegra Retirement Services
A Retirement Plan
Provider needed to
increase market share
and resuscitate sales.
Zephyr Management, L.P.
An established Global
Private Equity firm
wanted to set the
stage for future growth
with a better articulated
brand identity.
Work in Progress
An asset manager for family offices and charitable institutions wanted to significantly boost its profile among target audiences for a competitive edge.
Originally, aabalone[red]’s creativity was tapped for Spruce’s annual meetings and a new fund’s pitch book. As the competitive space became more crowded, Spruce commissioned aared to conduct extensive research to uncover why clients preferred Spruce to the competition. With a marketing strategy developed based on interviews with clients, prospects, and intermediaries, aabalone[red] created a new branding line, corporate identity, print materials, PowerPoint and email formats, and a new website.
Insights
Trust busting
by Alec Wiggin, PRESIDENT, aabalone[red]
No one seems to be talking about the economic concept of moral hazard any more. At the time of the Lehman collapse, concerns were widespread that if the risks inherent in managing a financial firm were removed by underwriting its losses with public funds, we would be removing the economic counterweight of insolvency that serves […]
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