Morton Wealth
Return to Work
Long-term strategic partnership for a legacy and philanthropic finance brand
Morton Wealth, an investment management firm founded in 1983 by the late Lon Morton, has partnered with Studio Oi since 2015 for strategic branding, marketing, design, and communications. In 2022, Morton Wealth entrusted Studio-Oi with rebranding the business to future-proof it while preserving Lon Morton’s legacy, integrity, and philanthropic values.
Maintaining the trust of long-term clients who might resist change was essential. Our rebranding efforts began with comprehensive market research, brand workshops, and stakeholder focus groups to shape a strategic plan. Studio Oi continues to work closely with Morton Wealth, ensuring the brand remains fresh and relevant in a competitive market, while advancing its mission to create philanthropic programs that redefine wealth.
Deliverables
Research, Focus Groups, Brand Strategy, Brand Platform, Brand Identity (parent brand and sub-brands), Website, Brochures, Corporate Assets, Social Media Strategy, Video Production, Animation, Event Design (digital and print), Website Management, Custom EDM Templates, Mailchimp Management and Ongoing Brand and Marketing Support.
Campaign Insights
Link to Morton Wealth case study in Insights section.
