Website Redesign for Financial Advisor Company

We are a multifamily office and institutional investment advisor registered with the SEC.

Our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor.

Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management.

1. To build a modern and user-friendly website for exchanging company information and news with customers
2. To create a fast and SEO-friendly database of our marketing and sales assets, such as white papers, case studies, press releases, and media kit
3. To produce a highly attractive, animation-driven Products/Services page

The scope of the project is to design, develop and host a content-centric website. The guidelines which the website should meet are the following:

Pages and Subpages

• Homepage
• About Us
  • Leaders
  • Clients & Affiliates
  • Careers
• Products / Services
  • Asset Origination
  • Portfolio Management
  • Managed Services
• Newsroom
  • White Papers
  • Case Studies
  • Press Releases
  • Media Kit
• Contact Us
• Terms of Service
• Privacy Policy

Features and Functionalities

• Easy-to-use content management system for our officials
• Autocomplete search function on the Homepage
• Checkbox filter function in the Newsroom database
• Text input contact form on the Contact Us page
• GDPR-compliant cookie consent banner

Deliverables

The project application should include:

• An outline of the approach that will be taken to establishing and delivering the project
• Details of the individuals who will lead, manage and deliver the project and details of their experience, formal training/qualification, and knowledge of the development field
• Detailed costs and a timetable for the project