KRM Investment Counsel and Lucie Content: Building a Professional Digital Presence

The Ask

KRM Investment Counsel (KRMIC), a wealth management firm founded by professionals with roots at JP Morgan Private Bank, needed to establish a strong digital presence that would reflect its expertise and commitment to personalized financial services. As a new firm founded on the principle that “true wealth management can’t be mass-produced,” KRMIC required a cohesive visual identity and digital platform that would communicate their sophisticated approach and differentiate them in the competitive financial services industry.

The team at KRMIC asked Lucie Content to deliver:

A complete branding solution including logo design and brand guidelines that conveyed professionalism and trust
A professional website that would clearly communicate their services and personalized approach
Business card design that reinforced their brand identity across client touchpoints
A cohesive visual identity that would provide a foundation for client acquisition and retention

The Strategy

Lucie Content worked closely with KRMIC to develop a comprehensive branding and web solution:

Logo Design: Created a professional logo featuring navy blue coloring associated with finance and trust, with the “KRM” initials prominently displayed alongside the full company name.
Brand Guide Development: Established comprehensive guidelines for consistent visual identity, including color palettes, typography, logo usage rules, and visual elements.
Website Development: Built a clean, professional Squarespace website with intuitive navigation, mobile-responsive design, professional imagery, and concise messaging that highlights KRMIC’s personalized approach to wealth management.
Business Card Design: Designed professional business cards that reinforced the brand identity, ensuring consistent branding across all client touchpoints.

The Impact

The branding and web development work provided by Lucie Content helped KRMIC establish a professional digital presence that effectively supports their business objectives:

1. Professional First Impression: The polished website and cohesive branding materials create a strong first impression for potential clients, reflecting the firm’s commitment to quality and attention to detail.

2. Clear Communication: The website effectively communicates KRMIC’s unique approach to wealth management, highlighting their focus on personalized service and comprehensive solutions.

3. Comprehensive Brand System: The development of a complete brand guide alongside the website and business cards ensures KRMIC has the tools to maintain consistent branding across all future marketing efforts and client communications.

4. Consistent Brand Experience: From digital interactions to in-person meetings, clients now experience a consistent brand presentation that reinforces KRMIC’s professionalism and values.

5. Solid Foundation for Growth: With fundamental marketing assets in place, KRMIC has a strong foundation to support client acquisition efforts and business growth.

Through this collaboration, Lucie Content helped KRMIC translate its vision and values into tangible branding and digital assets that effectively communicate its unique position in the wealth management industry. The professional website, distinctive logo, and coordinated business cards now serve as key touchpoints in KRMIC’s client experience, helping them build trust and establish credibility in a competitive market.