Wallington Asset Management Website

Client Summary

Wallington Asset Management is a boutique wealth management firm in Indianapolis focused on customizing each client’s personal investment portfolio to create a path to financial security and peace of mind. With a multigenerational history of success, the Wallington team builds portfolios in-house with a direct focus on each client’s specific objectives.

Their Challenge

To reach new clients in today’s age, Wallington came to us wanting to modernize and refresh their brand image in their logo and website. Their logo needed to be more impactful and coordinate with the design of their website. On their new site, they wanted a refreshed, professional appearance along with intuitive navigation. Wallington’s goals were to clearly communicate their range of financial services for both private and institutional clients and engage new clients by positioning their business for future growth.

Our Strategy

We began Wallington’s redesign project by meeting with their team to understand their priorities and goals. We created a plan to start updating their logo and developing their new website with the aim of modernizing their brand image.

Logo

For their logo refresh, we updated their existing logo concept to a more eye-catching and professional look and feel. By doing this, we maintained their strong brand identity but added in a modern yet timeless appearance.

Website

For their website design, our team visited their office to capture photography and b-roll footage of their team to add a real-life glimpse into working with Wallington. We also selected stock imagery to help a variety of visitors visualize themselves as Wallington clients. With their website content, we made sure to emphasize their core principles and values to help engender trust with clients. We also added in more calls to action throughout the site to encourage visitors to reach out to a financial advisor. Their website was also mobile optimized and equipped with an area to post their newsletter every quarter to help them keep clients informed and reach new clients. At the end of the process, their new website went through a review with their compliance department to make sure all verbiage regarding their financial services was accurate.

The Result

With their updated brand image, Wallington Asset Management was ready to reach new clients in the digital age. Their team was happy to have had a positive experience building their new site with Elemen212. The Wallington company is now positioned for the future with an updated logo and website that effectively portrays their team, core values, and business offerings.

Client Testimonials

“I can’t say enough about how Element212 has come to know our company and how we want to be portrayed, just as if they actually work here. They are very responsive to the needs and constant changes of our growing business, and their team has been a great extension of our company.”

“Element212 has a talented team of hardworking techie people who can explain everything in non-techie language. Most importantly, they get us and they get what we do, they listen to us, and fix our problems quickly.”

“The team was professional, organized, and very responsive. They took time to understand our business, who we are, and our values. They made our new website exactly what it needed to be. If we had to do it all over again, I would not change a thing.”

“Element212 was simply fantastic to work with from start to finish. They came highly recommended and lived up to my high expectations. I particularly enjoyed the team approach that they implement and coordinate to ensure complete efficiency throughout the duration of the project.”

“Element212 will learn about your business and come up with a strategy that helps you achieve your goals.”

“Element212 has brought along wonderful research and strategy from day one to help us understand the ebb and flow of our brand, as well as the ebb and flow of customer behavior. It’s paid off in dividends.”

“The Brand Insights™ was eye-opening for us. We heard much more about what was actually going on in the mind of the buyer, which helped us dial in our approach, our message, and our go-to market strategy.”

“One of the most beneficial takeaways we gained from Element212’s Brand Insights™ process was uncovering why a client did or did not make a purchase with us, along with other valuable data we were unable to capture ourselves.”

“We had an excellent experience with Element212! After sitting down at our first meeting, they were able to take what we felt was important with our business and highlight it. To say we were pleased, would be an understatement!”

"Element 212 was exceptional and really helped lead us to a new era in Scope's Digital Footprint. I would most strongly recommend if you are looking to revitalize your online presence, you look no further than Element212!