RISING TO THE CHALLENGE OF FAMOUS FINANCIAL BRANDS

Parametric has spent 30 years helping financial advisors craft custom passive portfolios for high net worth investors. With brands like Goldman Sachs and Charles Schwab entering a growing space known as direct indexing, Parametric needed messaging that brought to life its 30 years of pioneering leadership in this customized pursuit. Rule of 3 created Parametric’s first advertising campaign ever centered around a new tagline, Custom to the Core, with lively executions designed to drive awareness across financial channels.

LAUNCH ANTHEM

RO3’s launch film captured the range of custom solutions Parametric engineers—investments with distinct advantages over common mutual funds and ETFs. As the video suggests, Parametric makes clients feel like they are the center of the investment world.


Rule of 3’s strategy brings Parametric to The Wall Street Journal, Barron’s, Bloomberg and financial advisor verticals—the brand’s first awareness effort in 30 years.


PRE-ROLL

For one client, a portfolio with broad exposure. For another, a portfolio tailored to environmental values. In a world where personalization is selling across sectors, Parametric stands out from competitors through customized solutions—as RO3 celebrated in :15 digital and social videos.

PRINT & DIGITAL

The brand awareness effort also brings print and display ads to where financial advisors and high net worth clients live—setting the stage for lead generation campaigns RO3 will create for Parametric.

RULE OF 3
23 Madera Avenue
San Anselmo, CA 94960
david@ro3sf.com
415-302-3424

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