by change. Industry, society,
culture, the world.
culture, the world.
An independent, woman-owned business founded four decades ago, Carpenter Group has served its clients through phenomenal business and technological innovation and far-reaching economic and societal change.
Beginning of the bull market
CG focuses on financial services, packaging tax-advantaged limited partnerships for oil & gas, wind energy, solar power, cable and real estate.
Apple Macintosh introduced
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.
A stock exchange first: Hard Rock Café goes public with Blues Brothers performance live at the AMEX; CG provides launch and IPO creative.
Fall of the Berlin Wall
World Wide Web
Internet-based trading begins
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.
CG applies design expertise to an industry-wide call for simplified SEC-mandated prospectuses for major wirehouses.
As innovative financial products proliferate, CG builds creative packages for technology funds and rapidly expanding separate account divisions and alternative investments.
Stock market bubble bursts
Global credit-rating agency rebrand and launch in the UK.
As firms move away from paper, CG broadens digital capabilities, conducting communication audits and building the first of many financial services industry websites.
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.
CG gets busy with financial education assignments — advisor-, employee- and client-facing.
Global financial crisis
A year to forget: As markets crater, our check from Lehman bounces (!).
First Bitcoin issued
CG continues expansion of financial advertising capabilities with multinational campaigns spanning 6 continents.
First baby boomer retires
As markets improve, CG begins multi-year sales enablement programs for our largest financial clients.
Re-brand a Sustainable and Responsible Investing (SRI) fund and company
Growth of the gig economy
CG reimagines the online experience with responsive multichannel marketing and social media marketing strategies.
CG enters podcast space — sponsors a popular industry fintech podcast and begins production for clients.
Wealth management lead-gen gathers steam with social media expertise; CG launches cryptocurrency platform in the US.
CG successfully transitions to WFH.
COVID vaccines and Inflation picks up above 2%
Change Makers podcast launches. Thematic investing intrigues with stories people connect with.
CPI hits 9.1% in June, the largest increase in 40 years
Alts, alts, alts — from institutional strategies to deal sourcing, hedge fund positioning to global alts rebranding, CG answered the call.