Diversified Trust, a wealth management firm with offices across the southeast, had grown organically since its founding in 1993 in Memphis, TN. In 2010, the company was managing more than $3 billion in client assets (primarily acquiring clients through word of mouth) and was ready to begin to talk publicly about its comprehensive capabilities and success serving high-net worth individuals and foundations.
Diversified Trust sought support from us, which began by guiding the company through the process of exploring and establishing a brand identity that separated the company from its competitors. This included new branding standards, and corresponding white paper and email templates designed to distinguish Diversified Trust. We also helped Diversified Trust find its voice, beyond simply identifying services for clients, and then helped the firm communicate its distinctive expertise through the firm’s first ever media relations program that gained traction among national, trade and local media within four markets – Atlanta, Memphis, Nashville, and Greensboro – the firm serves. Since then Diversified Trust has become a thought leader in its space, featured in national outlets such as the New York Times and the Wall Street Journal, crucial industry trades such as Investment News, Wealthmanagement.com, and Private Asset Management, and must-read business trades in local markets such as the Memphis Business Journal and Atlanta Business Chronicle. Today, Diversified Trust manages more than $5 billion in client assets.