Rochdale Investment Management is a boutique investment firm located in New York City with over 25 years of experience in helping high net worth clients with portfolio management. In 2010, they partnered with Red Clay Interactive to redevelop their existing website and select marketing materials. The firm wanted to expand beyond their existing website, as it did not accurately portray the level of service and professionalism Rochdale provided their target demographic.
Through this project, Red Clay was able to help Rochdale develop an interactive site that functions as a marketing tool that attracts and educates potential clients about Rochdale's service offerings. In addition, Red Clay assisted Rochdale with the graphical redesign of the web interface to Rochdale's robust account management system, which allows partner advisors to easily review their client portfolios. With an increased focus on usability, related information and readily accessible forms and documents, Rochdale can now provide more efficient service to their clients.
Completing the project, Red Clay designed a number of off-line marketing collateral pieces to ensure total brand cohesion through every channel. The finished product launched with bullish intentions for a great 2011.