CORNERSTONE CAPITAL MANAGEMENT

Cornerstone had already built a highly successful investment management firm focused on high net worth individuals and small businesses, and as the business grew so did their aspirations. While bringing in a new Chief Investment Officer—who had an extraordinary reputation with large, global institutional investors—they dreamed to launch a large cap growth mutual fund. They came to us to help articulate a distinct position and develop the corresponding branding system to position them as a formidable competitor among the big brands of the investment world.

  • IDENTITY
  • BRAND ARCHITECTURE
  • DIGITAL STRATEGY
  • DIGITAL DESIGN
  • DIGITAL MEDIA
  • CMS
  • BUSINESS SYSTEM
  • SIGNAGE

Staffing quadrupled in less than one year.

Assets managed grew nearly one hundred-fold.

At the anniversary of its first year in the market, Keystone Mutual Funds had attracted $40 million in assets and delivered over a 22% return on investments.