Originally founded in 2008 as Wealth Management Marketing by veteran financial advisor marketing consultant Kristen Luke, Kaleido Creative Studio builds comprehensive marketing platforms for RIAs that encompass the processes, tools, campaigns, people, and systems needed to develop an impactful and autonomous marketing strategy.
As a boutique marketing agency, we are specialists for a specific type of Registered Investment Advisors that meet the following criteria:
Caters to private clients who would be considered mass affluent or high net worth (i.e., $500,000 to $5 million in investable assets)
Dedicated to a "planning first" philosophy when working with their clients
Often implements passive or hybrid passive/active investment strategies
Approximately ranges in assets under management from $100 million to $1 billion
Has at least one advisor or associate advisor other than the principal
Transitioning from an individual to a team marketing approach