Capital Wealth Management Brochure Design

CWM is a local Austin financial management company specializing in portfolios of $1 million or more. This client had been using materials provided by a larger affiliate company and was ready to take marketing to a higher level by creating and supporting its own local brand. Our goal within the project was to communicate the Austin, Texas flavor of the company and create the impression of an established investment firm.

After visiting the client offices, we understood how a company of just two people, the founder and his administrator, were able to attract and impress clients. This clever team of two were smart enough to lease the first small office at the opening of a rather large Austin office building. They then invested in wood/metallic signage that makes the office appear to be the bank-like owner/anchor tenant of the building. We used this impression as our inspiration for a brochure design, while also matching the office decor with rich, warm colors and textures. An Ellis photo session provided the custom photography while stock imagery completed the photo set. The large-firm impression of the finished piece belies the fact that the firm is really only two hardworking folks. Created in Adobe InDesign with Adobe Illustrator and Adobe Photoshop imports.

The form of this brochure also includes a built-in pocket folder. This form creates consistent presentation of the firm's primary value while also allowing for custom, client-specific information to be inserted as needed.