Spruce Private Investors, LLC


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.