Branding + Launch, Dynamic Portfolio Management™ B2B

Project Brief

Today’s market conditions have financial professionals searching for additional revenue streams, an adaptive investment approach, and ways to meet their clients changing lifestyle needs.

The Campaign

Centered on third party asset management, the Dynamic Portfolio Management™ roll out kicked off at a national conference. Unfolding over 8 months, the campaign combined digital, print, email, webinar series, technical whitepapers, online Investment Insider committee roundtables, and CFP® CE credit multimedia educational presentation.

My Role

Digital management + trademark process
Graphic design + content
CE credit approval process

Read the Technical whitepaper : Active Vs. Passive Investment Management (PDF)
Copyright: Hammond Iles Investment Management

Conceptual Design Samples