The primary challenge was to develop a brand platform that leveraged CORDA’S solid reputation as a locally owned high-net worth investment firm, into a national presence. The design team was faced with promoting the firm’s `contraian´ investment philosophy – a critical and differentiating dimension of the brand’s equity.

The redesign was a huge success in that both investors and referrals received the changes with great enthusiasm. The brand has continued to grow market share with the addition of offices in every major market in the southwest.