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, led by founders Jim Rapp, Justin Klestinski, CFA, and Alex Marmitt, WMCP, sought a partner who could deliver a complete branding and web solution that would convey professionalism and trust. They needed a website, logo design, and business cards that would establish their brand identity and provide a foundation for client acquisition and retention.

The Strategy

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

1. Logo Design: Lucie Content created a logo that communicated professionalism and stability. The design incorporated a navy blue color palette traditionally associated with finance and trust, featuring the “KRM” initials prominently alongside the full company name “KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL.”

2. Brand Guide Development: Lucie Content created a comprehensive brand guide for KRMIC that established guidelines for consistent visual identity across all materials. The guide defined color palettes, typography, logo usage rules, and visual elements that would represent the firm’s professional character and values.

3. Website Development: Lucie Content built a clean, professional website using the Squarespace platform that prioritized user experience and clearly communicated KRMIC’s services and values.

The site featured:

Intuitive navigation with clearly labeled sections for About Us, What We Do, Solutions, and Contact
Professional imagery aligned with the industrial and financial sectors
Mobile-responsive design to ensure accessibility across all devices
Concise, impactful messaging that highlights KRMIC’s approach to personalized wealth management

4. Business Card Design: Complementing the digital presence, Lucie Content designed professional business cards that reinforced the brand identity established in the logo and website, ensuring consistent branding across all client touchpoints.

Throughout the process, Lucie Content focused on translating KRMIC’s values of personalization, comprehensive service, and expertise into visual and digital elements that would resonate with their target clientele of high-net-worth individuals and businesses seeking sophisticated financial guidance.

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.