SM Carlton Advisory is a Registered Investment Advisor based in NYC. As a newly incorporated company, they brought me on board to create a brand identity and launch their online presence.
To begin, I met with the Founder and Chief Investment Officer of the organization to establish the objectives and scope of the project.
Define the SM Carlton Advisory brand and launch a website to establish presence and legitimacy for prospective and existing clientele.
Prospective, new, and existing clients must have the ability to:
• Learn more about SM Carlton Advisory
• Contact the company
• Read quarterly blog posts written by the company founder.
Logo design, style guide, competitive analysis, clickable prototype, deployed website
September-December 2020
I dedicated the first few weeks of the project to defining the SM Carlton Advisory brand by creating a logo and style guide. The client wanted the brand to feel trustworthy, honest, and dependable. Green was chosen as the primary brand color because it conveys a sense of security and balance, which is important for a financial services company.
Designing the website from scratch required close collaboration with the client to define the content and requirements. We met bi-weekly throughout the project to discuss progress, obstacles, and updates.
The last month of the project was dedicated to building the site using Webflow, testing it with potential users, and iterating on client feedback prior to launch.
• Site launched before the end of 2020!
• Client was happy!
• Learned some new tricks in Webflow and developed a more streamlined site build process
