SageView is an independent SEC Registered Investment Advisory (RIA) firm that consults on $37 billion in assets and more than 575 company retirement plans. The firm contemplated a brand “refresh” to update their image and engaged us to explore the possibilities. Prior to our involvement, the firm had already decided to retain specific aspects of their existing brand and logo to maintain continuity between the old and new brand. Keeping to the client’s requested parameters, our study explored an updated logo and design for their marketing collateral. Our proposed brand design consolidated an array of disorganized marketing collateral into a unified marketing system that included a pocket folder, brochure overview of the company, summarized product one-sheets and detailed product brochures.