Now in its twenty-first year, aabalone[red] delivers differentiation to investment and wealth management firms – so they can compete more effectively, go to market creatively, and harvest web technologies to service clients and grow their businesses.

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Client Challenges

Rockefeller & Co.

A Family Office was changing direction and entering a wider market.

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Roundtable Investment Partners

A start-up Wealth
Management firm sought
to express the originality
of its model while assuring
investors of its caliber.

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Pentegra Retirement Services

A Retirement Plan
Provider needed to
increase market share
and resuscitate sales.

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Zephyr Management, L.P.

An established Global
Private Equity firm
wanted to set the
stage for future growth
with a better articulated
brand identity.

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Work in Progress

The owner of an intellectual property -- an online patent payment system -- decided to go "full speed ahead" with the web application.

Maintaining a patent and trademark portfolio is a cumbersome and time-consuming job. The need for document identification, cross border management and frequent administrative activity make this an ideal task for web-based automation. After designing and building the public pages, aabalone[red] completed the UI architecture and application design. The programming required for calendaring, data lookup, document retrieval and payment of fees is well underway.

Insights

What’s your position?

by Alec Wiggin, PRESIDENT, aabalone[red]

At a recent conference, a pension consultant disclosed that surprisingly few money managers who present to him can articulate what makes them different or why they are special. In his words, they are not “positioned”.

To some degree, consultants reap what they sow. After all, the “boxed” world into which consultants want managers to squeeze themselves fosters conformity. All the same, due to the importance of this distribution channel, failing to effectively differentiate your company before the consultant community significantly undermines your growth potential.

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