Case Study: McRae Capital Management
- This family-run investment advisory company needed to modernize their communication platforms so they could stay focused on growing and expanding their business.
McRae Capital Management, a distinguished New Jersey-based investment advisory firm with over 40 years of experience, partnered with Teamstream to modernize its digital presence and processes. This family-run business has earned a loyal client base, but recognized the need for a tech-forward approach to attract a newer demographic and support its expanding operations. Teamstream serves as McRae’s agency of record, providing strategic and efficient solutions across several key areas.
Our collaboration began with a rebranding initiative, including a new tagline (“A family business for the business of families”) underscoring McRae’s particular commitment to focusing on how investment strategy intersects with the expensive reality of raising a family. To create a cohesive brand image, we designed and published an updated company brochure, conducted an executive photo shoot, crafted comprehensive employee bios, and launched a modern, user-friendly website. Additionally, we established an email program with customizable templates to streamline internal and external communications.
To enhance financial literacy among McRae’s clients (and to answer their questions) we produced a series of explanatory videos featuring the company’s founders. These videos, embedded on the website, provide clear insights into what can be complex investment topics. On an ongoing basis, Teamstream continues to research, write, design, and publish Commentary, a regular print publication from McRae that offers expert guidance around various financial milestones and global economic trends.
McRae Capital Management has been a client of Teamstream’s for more than seven years and counting. Our brand work and simplification of effective internal and external communication has freed McRae’s principals to focus on the business, and McRae Capital has experienced substantial growth over the course of our long strategic partnership, with assets under management now exceeding half a billion dollars.