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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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

An asset manager for family offices and charitable institutions wanted to significantly boost its profile among target audiences for a competitive edge.

Originally, aabalone[red]’s creativity was tapped for Spruce’s annual meetings and a new fund’s pitch book. As the competitive space became more crowded, Spruce commissioned aared to conduct extensive research to uncover why clients preferred Spruce to the competition. With a marketing strategy developed based on interviews with clients, prospects, and intermediaries, aabalone[red] created a new branding line, corporate identity, print materials, PowerPoint and email formats, and a new website.


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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