Now in its twenty-first year, aabalone[red] delivers differentiation to investment and wealth management firms – so they can compete more effectively, go to market creatively, and harvest web technologies to service clients and grow their businesses.

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Client Challenges

Rockefeller & Co.

A Family Office was changing direction and entering a wider market.

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Roundtable Investment Partners

A start-up Wealth
Management firm sought
to express the originality
of its model while assuring
investors of its caliber.

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Pentegra Retirement Services

A Retirement Plan
Provider needed to
increase market share
and resuscitate sales.

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Zephyr Management, L.P.

An established Global
Private Equity firm
wanted to set the
stage for future growth
with a better articulated
brand identity.

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Work in Progress

An established, but under-recognized, quantitative investment management firm needed to provide a more welcoming and accessible image to the market.

Getting behind the faceless feel of quantitative modeling, aabalone[red] brought to the fore the personality of the firm, its founder, and the highly adaptive market hypothesis espoused by the company. Through a series of illustrations, short callouts, clear text and videos, the full dimensions of AlphaSimplex were brought to life in an easily comprehensible way.

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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