Aspiriant is reaching out to affluent investors through an animated feature on its website. The feature guides visitors through the questions and information they should consider before selecting a financial advisor.
“We wanted to take a meaningful but lighthearted approach to helping people understand the importance of integrating their financial goals with the way their investments are managed,” said Aspiriant CEO Rob Francais. “Our goal was to show investors that they can enjoy the planning and investment management journey they embark upon. This animated format not only presents objective information but demonstrates, we believe, our personality and independent spirit.”
The 107-second animation was written and produced by Los Angeles-based media studio Psychic Bunny.
Aspiriant is an independent wealth management firm based in the U.S. It has more than $7 billion of assets under management and advisement.