Client | 2019

Fisher Investments

Slide Deck | Iconography | Document Design

Project Management: ECHO Storytelling Agency | Designer: BALDORIA Branding Co.

ABOUT the BRAND

Fisher Investments was founded in the United States by Ken Fisher, the longest continuously running columnist in Forbes magazine’s history, and first began managing discretionary assets in 1979 with the goal of always putting clients first. Today, Fisher Investments manages assets for over 150 institutional clients and more than 68,000 high net worth individual clients. The Fisher group’s primary goal is to help clients achieve their investing goals and objectives through active and personalized asset management—a process supported by a rigorous investing process and proactive, high-touch client service.

SCOPE and SOLUTIONS

• Slide Deck: ECHO Storytelling Agency collaborate with BALDORIA to design a slide to summarize their recommendations and strategies for the FI YouTube channel. ECHO requested that the look be consistent with the FI brand. BALDORIA took FI brand elements and designed the slide deck with the copy provided by The Client through ECHO.

• Iconography: ECHO recommended 5 YouTube Content Marketing Strategies: Brand Videos, Expert Interviews, Educational Videos, Employee Testimonials, and Animated Explainer Videos. In order to highlight these areas, BALDORIA designed 5 Icons to represent the 5 Strategies.

• Document Design: The FI YouTube Strategy 2019-2020 document consists of further details and extensive research by ECHO not included in the slide deck. The document was also built by BALDORIA with elements from the FI brand. The document resulted in 100+ pages.

Slide Deck

YouTube Strategy Handbook

Iconography

Document Design

YouTube Strategy 2019-2020