Whittier Trust

The Whittier Trust Company with $4 billion in assets specializes in the investment and administrative needs of high net-worth individuals and their families. Boyd created a new corporate identity, making it more contemporary while still representative of the firm's 70-year heritage. A strategically directed sales system was then developed to support the launch of their newest product, the Whittier Small Cap Growth Equity Strategy. This system consisted of customized internal sales education components, PowerPoint presentation and printed product brochures.

Whittier Trust work