Charles Schwab (Vellum Financial)

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Challenge: Create an affiliate identity for Charles Schwab that naturally attracts and engages older high net worth investors interested in conservative and time-tested financial practices.

Scope: Strategy, Name, Logo, Tagline, Portraits, Letterhead, Business Card, Stationery, Envelope, Folder

Results: The Vellum Financial brand has proved so effective that independent financial advisors serving the market have requested licensing of the identity.

Trivia: The original color of the logo and design elements was green, but we determined that it was inelegant and it too overtly referenced modern currency.

For more information on this project please contact us.