Investment Research & Management
Boyar Value Group
How Boyar Value Group Repositioned Its Brand for Growth
Rebrand
Founder identity to scalable company brand
0→1
Marketing infrastructure: website, email & lead gen
Overview
Boyar Value Group wanted to position its investment research and asset management offerings for growth while transitioning the brand from one closely associated with the founder, to a clearer, more scalable company identity. Yael was brought in to lead the brand strategy, website direction, email marketing strategy, and marketing infrastructure needed to clarify the company's positioning, strengthen its digital presence, and create a foundation for ongoing lead generation and client communication.
The Work
- →Developed brand strategy to support Boyar's transition from a founder-associated identity to a stronger company brand
- →Recommended a brand architecture to clarify the relationship between Boyar's research and fund offerings
- →Conducted brand and messaging audits to refine positioning and communication
- →Developed creative briefs and directed logo and corporate identity design
- →Created style guides to support consistent brand implementation
- →Defined marketing operations, database strategy, email strategy, website requirements, and lead generation requirements
- →Led website architecture, sitemap development, wireframes, design direction, and development planning
- →Supported website copy edits, SEO implementation, Google Analytics, and tracking setup
- →Planned and implemented email marketing infrastructure, including ESP setup and email template development
Engagement
The Results
The engagement gave Boyar Value Group a clearer brand structure, stronger digital foundation, and more organized marketing infrastructure to support growth across its investment research and asset management offerings. What began as a defined project became the start of a multi-year marketing partnership.
“Not only has working with you been great on a personal level, but you've helped us grow our business. Virtually everything you've done for us has made us money.”
Jonathan Boyar
Principal, Boyar Value Group
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