In an effort to attract new high-net-worth investors, Evergreen reached out to us to update their brand image and help them resonate with their target audience more effectively.

After initial conversations with the partners at Evergreen regarding their growth and marketing efforts, it became clear that their biggest pain point was in their ability to visually explain and sell their investment opportunities to potential investors. Our goal with this rebrand was to give them the tools to improve their communications and provide more clarity around why investors should trust putting their hard-earned money with a new asset management firm.

SERVICES

Brand Strategy

Brand Identity

Collateral Design

Website Design + Development

Marketing Strategy

Rollout + Implementation

OUR APPROACH

Our main priority throughout the project was to uncover the key differentiators and position the company with a clear value proposition that new investors can’t ignore.

Deep conversations led to a stronger understanding of Evergreen’s current investor base, and gave us a better idea of who their ideal investors would be in the future. As the firm grows, it plans to educate and invite younger investors to get involved earlier and build a long-term relationship with Evergreen. With this in mind, we wanted to refresh their brand identity to resonate with a younger audience, while also maintaining a professional and classy look that still speaks to the older investor crowd.