Palm Equity

Project information

  • Communication strategy
  • Brand identity
  • Marketing and collateral materials
  • Website


Palm Equity is a Registered Investment Advisor (RIA) based in Palm Beach, FL offering discretionary portfolio construction and manager selection to ultra high net worth families and individuals of substantial means.

We were selected to create Palm Equity brand identity, business communication materials and website. Working in partnership with seasoned financial services CMO Jim Velgot, we determined Palm’s unique value proposition and strategic goals. In a collaborative process with the client we established the brand personality, key brand attributes and look and feel that had to be communicated with their brand. We had to convey exclusivity, integrity, credibility and efficiency in a clean, sophisticated and understated manner. Our design solution rested on a graphic representation of a palm tree with a fountain-like design, a metaphor that portrayed Palm Equity’s brand attributes and gracefully communicated smooth growth.