Personalized Investing

An approach built for you, and only you

Investing can be a bit like cooking, everyone has their own way of doing things and almost no one comes in with the same knowledge.

Merrill Lynch’s Investment Advisory Program offers clients the chance to tailor their investing experience to their own taste. They control the cadence of meetings with their advisor, delegation of specific portfolio aspects, and the types of assets they choose to invest in.

To help bring that experience to life we fashioned a digital brochure for advisors to share with prospects, showing them the potential that comes with a bespoke approach.

Client:

Merrill Lynch

Project Type:

Digital Brochure

Fellow Creatives:

Richard Smith, ECD

Collin Bennion, ACD – Copy

Todd Wilcox, ACD – Design

John Fantini, Senior Artist

Prince Wireko, Designer

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