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Biltmore Capital Advisors Biltmore Capital Advisors Biltmore Capital Advisors

Biltmore Capital Advisors

SITUATION

Biltmore Capital Advisors is a private, independent SEC-Registered Investment Advisor that provides “family office” services and fiduciary oversight for high net worth clients, endowments and foundations.


CHALLENGE
Biltmore Capital Advisors felt they needed a stronger and more cohesive brand that was uniform throughout their communications. A sophisticated look to their marketing tools was imperative in order to convey their successful strategies to their upscale and wealthy clients.


SOLUTION
Following an audit of their current communications, Alan Brooks Creative recommended several tactics in order to update and modernize their brand.

The first was a modest update to their logo without completely changing it in order to retain the brand equity. Alan Brooks Creative created a multi-platform marketing packet that unified the collateral, including several brochures, inserts and a housing, all lavishly produced with the use of metallic inks, varnishes and die-cuts.

The website was designed similarly for brand unity. The site now prominently displays their strategic 6-Step Process. It also showcases the extensive media coverage of their CEO Tyler Vernon on outlets such as MSNBC, CNN and Fortune. Alan Brooks Creative also filmed and produced a “Welcome” video of Tyler which resides on the website.

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