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

Nautic Partners

With a new fund raise approaching, a private equity firm was concerned that their message and image were diffused and sub-standard.


Wood Creek

An investment manager at the forefront of real assets investing wanted a way to better describe what they do and how they do it, both digitally and in print.


Orchard Global Asset Management

A successful global alternatives asset manager needed a refreshed brand identity and a new, more "with it" website.


Roundtable Investment Partners

A new name in wealth
management sought
to express the originality
of its model while assuring
investors of its caliber.



A “start up” sought to fill the need that existing social media sites lacked – complete control of one’s digital imprint.


Work in Progress

Finding out how your prospects make their purchase decisions and why they rank your services as they do is critical to building your brand and winning the real battle--the battle for mind share.

We’re in the middle of our Discovery phase for a hedge fund-of-funds manager: gathering perceptions from their clients, prospects and intermediaries. When the topic of competition comes up, we keep hearing phrases such as “field” and “arena” – evoking images of sports teams on playing fields or boxers in a ring. This metaphor is fine as far as it goes, but it stops short of making the essential point. The fight for competitive dominance happens in space all right, not physical space, but rather cerebral space–your prospect’s mind.


August 31, 2015 3:05 pm

Secret Sauce

by Holly Hough, MARKETING CONSULTANT, aabalone[red]

Do you know what’s different about your firm? Can your sales team, employees and clients articulate your
“secret sauce”?

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