Capstone logo

client success story

Strategy, design, advertising - comprehensive marketing support helps Capstone reach new investors across Canada.

website design for financial service companies

Stewarding Wealth. Rooted in Values.

Capstone Asset Management is an innovative investment firm, dedicated to bridging the gap between financial goals and value-driven impact. Their clients include forward-thinking individuals, advisors, and institutions across Canada. Founded in 2004, with a unique Biblically-informed investment approach, the firm manages 10 funds from their Langley, BC headquarters with a team of 30+.

One of my initial priorities in my role was to lead the redevelopment of our company website and strengthen our digital presence. Twin Creek proved to be an exceptional partner throughout this process. Gerard Feliciano, Director, Business Development, Capstone Asset Management
Capstone Asset Management team photo

Results

1

New website

Capstone's new website educates and inspires. It represents its values and shows the team's deep financial investment knowledge. Unlike the old website, it's a clear mirror that reflects who Capstone really is.

7x

More website visitors

Wow. Talk about shining a light! A website is a great business tool, but only if people know about it. After a well-rounded multichannel advertising campaign got underway, website visitors exploded. The website that was hiding under a rock has suddenly found the light of day.

10,000s

Video views

Video is such a great communications tool and is so versatile for promotion on social media and streaming platforms. We helped Capstone level up their financial advice podcast show to educate clients and attract new ones.

Project story

 

When marketing is everybody's job, it's nobody's job.

It's a common story with professional service companies. Capstone was busy doing what they do best—manage investment funds and communicate with clients. Marketing isn't really anyone's job. It's sort of everybody's job and nobody's job. Sound familiar? The problem is that as Capstone grew, the brand materials no longer reflected who they really were. Instead of making a great first impression with potential clients and establishing trust, the hard-to-use website, and jumbled brochures were a red flag. Videos were decent, but unfortunately no one could find them. Advertising channels were dusty or simply not used. But there's so much potential with a such a rock-solid company. Capstone just needed more hands and feet to help. Twin Creek's team added a "plug n' play" marketing department and got to work.

view website

Services provided

 

  • Baseline Website Performance
  • Competitive Analysis
  • Google Keyword List & Rankings
  • Goal Setting
  • Annual Marketing Budget & Projections
  • Brand Strategy
  • Monthly Marketing Campaign Development
  • Value Proposition & Messaging
  • Sample Ads & Templates
  • Action Plan
  • Logo Refresh
  • Podcasts
  • Marketing Videos
  • Social Media Setup
  • Website Design
  • Brochure Design
  • Search Engine Optimization (SEO)
  • Social Media Management (META, YouTube, LinkedIn)
  • Blog Publication
  • Media Release Distribution
  • Pillar Content Creation
  • Podcast Editing and Distribution
  • Google Ads
  • Website Maintenance
  • Performance Reporting
Their collaborative approach and commitment to our vision played a key role in helping us bring our brand to life. Gerard Feliciano, Director of Business Development
Capstone Investment brochure graphic design