Now in its twenty-seventh year, aabalone[red] delivers differentiation to investment and wealth management firms – so they can compete more effectively, go to market creatively, and harvest web technologies to service clients and grow their businesses.

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(203) 655-1920
6 Thorndal Circle, Darien, Connecticut 06820 USA

Client Challenges

Rockefeller & Co.

A Family Office was changing direction and entering a wider market.


Roundtable Investment Partners

A start-up Wealth
Management firm sought
to express the originality
of its model while assuring
investors of its caliber.


Pentegra Retirement Services

A Retirement Plan
Provider needed to
increase market share
and resuscitate sales.


Zephyr Management, L.P.

An established Global
Private Equity firm
wanted to set the
stage for future growth
with a better articulated
brand identity.


Work in Progress

Differentiating themselves through the use of video, one of our asset management clients has taken a competitive step in the multimedia arena.

The use of video has transformed the way we view content. Marketing statistics published by DigitalSherpa indicate that videos not only increase an individual’s understanding of a company by 74 percent, but also 80 percent of viewers can remember a video on a website they have seen within the past 30 days.


January 16, 2014 11:55 am

First hedge fund ad?

by Holly Hough, MARKETING CONSULTANT, aabalone[red]

According to the business press and bloggers, Topturn Capital became the first hedge fund manager to publish an advertisement to the general public (a video on its own website). Check it out…

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(203) 655-1920
6 Thorndal Circle, Darien, Connecticut 06820 USA