Summary

A Cincinnati based Registered Investment Advisor needed to create a new brand and establish both market and technology independence as they separated from their custodian. The platforms needed to be state-of-the-art and the brand would be used to create a dominant competitor in the RIA industry. Optimizing business processes and operational efficiencies were a requirement to allow for rapid transition of accounts with minimal impact to clients.

The entire suite of technology requirements, website, brand identity, stationary, and website was complete in under 3 months of contract signature.

Conveying ideas of a well-established fiduciary service and the owner’s personal affection for farming culture was an imperative narrative.

Harkening the spirit of traditional engraving characteristics and intricate design seen in currency and stock certificates, the “9258” numbers conveyed a message of considerate detail and craft to financial management.

9258’s core color scheme consisted of two primary colors and a few secondary colors. When possible, we used a copper foil to elevate the brand’s print materials.

The sophisticated details and style were carried throughout the brand in both the digital space and physical — creating an elevated experience and lasting impression.