Capital Group®

Portfolio Series

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Capital Group

Featuring the human touch behind portfolio management.

The Problem

Financial advisors were having trouble understanding Capital Group®‘s message. The value propositions weren’t resonating.

The Story

We repackaged their message, giving it more depth and telling the stories behind the results. Our updated approach focused on the intersection of art and science, putting the humans behind the product in the spotlight.

The Results

Capital Group® utilizes the Portfolio Series as a reliable turnkey solution for their financial professionals.

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Sometimes the art is in the framing.