Project Description

As a trusted steward of its clients’ wealth for over forty years, this investment advisory and management firm looked to solidify its relationship with existing clients and reach out to new ones.   This firm needed a stationary package that conveyed the principles of prudence and professional expertise that animate its business practice, while emphasizing the boutique nature of the firm.  In an effort to maintain some of the existing brand identity, it was decided to not stray far from the original brand elements, with a simple modernization of the brand logo and a new color pallet.

The package that was developed included standard business cards, #10 envelopes and letterhead, as well as a horizontal folder which included a variable step sheet providing information on investment opportunities, as well as a background on the firm. The folder featured a double thick cover and a white foil stamping of the newly developed trademark.