case studies

Active Wealth Advisors - RIA Firm Launch

Finance

Service Provider

Jun 23, 2026

Challenge

Founder Brandon Sack launched Active Wealth Advisors with a decade of portfolio management experience and a differentiated approach, but no brand, no website, and no materials to put in front of prospective clients. Without a market presence, the firm had no way to introduce itself.

Solution

Collateral Partners built the firm's complete market presence from the ground up, establishing a brand identity that set the standard for the engagement, then translating the investment philosophy into a client-facing overview and a website designed to drive conversations with high-net-worth prospects.

Highlights

Case Overview

Market Presence From Day One

Active Wealth Advisors launched with a cohesive brand, clear messaging, and client-ready materials, able to engage high-net-worth prospects with structure and consistency from the outset.

Brand Identity Built

Designed a logo, color palette, and typography system aligned with institutional wealth management standards, signaling discipline, precision, and trust from first interaction.

Client-Facing Overview Document

Built a two-page overview that translates actively managed and options-based strategies into clear messaging, working as both an introduction and a leave-behind.

Compliant Digital Presence

Designed and developed a website that balances sophistication and accessibility for a high-net-worth audience, integrating regulatory disclosures, advisory documentation, and custodian access.

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Highlights

Case Overview

Market Presence From Day One

Active Wealth Advisors launched with a cohesive brand, clear messaging, and client-ready materials, able to engage high-net-worth prospects with structure and consistency from the outset.

Brand Identity Built

Designed a logo, color palette, and typography system aligned with institutional wealth management standards, signaling discipline, precision, and trust from first interaction.

Client-Facing Overview Document

Built a two-page overview that translates actively managed and options-based strategies into clear messaging, working as both an introduction and a leave-behind.

Compliant Digital Presence

Designed and developed a website that balances sophistication and accessibility for a high-net-worth audience, integrating regulatory disclosures, advisory documentation, and custodian access.

Download case

Highlights

Case Overview

Market Presence From Day One

Active Wealth Advisors launched with a cohesive brand, clear messaging, and client-ready materials, able to engage high-net-worth prospects with structure and consistency from the outset.

Brand Identity Built

Designed a logo, color palette, and typography system aligned with institutional wealth management standards, signaling discipline, precision, and trust from first interaction.

Client-Facing Overview Document

Built a two-page overview that translates actively managed and options-based strategies into clear messaging, working as both an introduction and a leave-behind.

Compliant Digital Presence

Designed and developed a website that balances sophistication and accessibility for a high-net-worth audience, integrating regulatory disclosures, advisory documentation, and custodian access.

Download case

FAQ

Any question?

What digital weakness signals do LPs read most consistently?

Why are LPs evaluating GPs through digital surfaces before the first meeting?

What is digital investor relations for a private fund?

What changes on digital surfaces the day a fund officially opens?

How is AEO different from SEO for fund managers?

What does “digital due diligence” mean in private equity?

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