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Fidelity Investments needed to appeal to their high-net worth segment.

The Fidelity PWM Advisor custom-builds personalized investment plans for each their clients. This level of attention and detail bespeaks the expertise of an artisan craftsperson.

Using the theme of handcrafting, and featuring the sculptures of renowned paper engineer Matt Shlian, we developed a premium-quality system of collateral, including an onboarding guide, personalized mailers, modular sales deck, bio sheets, and gift notecard stationery.

Awarded an In House Agency Forum (IHAF) Gold.

Involvement: Concept, Creative Direction, Design
Copywriting by David Abend

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