Delivering for the financial services industry since 1982.

1982

Beginning of the bull market

1983

CG focuses on financial services, packaging tax-advantaged limited partnerships for oil & gas, wind energy, solar power, cable and real estate.

1984

Apple Macintosh introduced

1984

CG provides branding and marketing solutions for clients in the fast-growing mutual fund industry. Creates two branded product launches, each raising $1 billion+ in one month.

1986

Tax reform

1987

Market crash

1987

A stock exchange first: Hard Rock Café goes public with Blues Brothers performance live at the AMEX; CG provides launch and IPO creative.

1989

Fall of the Berlin Wall

1991

World Wide Web

1992

Internet-based trading begins

1994

Amazon founded

1994

CG creates branding, marketing and messaging for the first of dozens of 401(k) and IRA programs. Capitalizes on surging demand for annuities with branding and design.

1997

Wi-Fi introduced

1997

CG applies design expertise to an industry-wide call for simplified SEC-mandated prospectuses for major wirehouses.

1998

Google launched

1999

As innovative financial products proliferate, CG builds creative packages for technology funds and rapidly expanding separate account divisions and alternative investments.

2000

Stock market bubble bursts

2000

Global credit-rating agency rebrand and launch in the UK.

2001

9/11

2002

Euro debuts

2003

LinkedIn launches

2003

As firms move away from paper, CG broadens digital capabilities, conducting communication audits and building the first of many financial services industry websites.

2004

Facebook launches

2006

CG provides product marketing to help launch a new wave of ETFs as passive investing overtakes active. We add advertising and media strategy to our capabilities.

2007

iPhone introduced

2007

CG gets busy with financial education assignments — advisor-, employee- and client-facing.

2008

Global financial crisis

2008

A year to forget: As markets crater, our check from Lehman bounces (!).

2009

First Bitcoin issued

2010

Obamacare passes

2011

Debt crisis

2011

CG continues expansion of financial advertising capabilities with multinational campaigns spanning 6 continents.

2012

First baby boomer retires

2012

As markets improve, CG begins multi-year sales enablement programs for our largest financial clients.

2013

Re-brand a Sustainable and Responsible Investing (SRI) fund and company

2015

Growth of the gig economy

2016

CG reimagines the online experience with responsive multichannel marketing and social media marketing strategies.

2016

Brexit passed

2018

CG enters podcast space — sponsors a popular industry fintech podcast and begins production for clients.

2019

Wealth management lead-gen gathers steam with social media expertise; CG launches cryptocurrency platform in the US.

2020

COVID 19

2020

CG successfully transitions to WFH.

2021

COVID vaccines and Inflation picks up above 2%

2021

Change Makers podcast launches. Thematic investing intrigues with stories people connect with.