Human behavior — how, why and what people spend money on influences the economy.

Pence Capital Management

People move markets.

Challenge

Pence Capital Management (PCM) is well-known for industry-leading thematic UITs; its charismatic founder, Dryden Pence, is an ex-military intelligence officer, psychological warfare expert and a frequent guest on media network outlets. His ability to explain “Big Knowable Themes” through relatable stories is popular with advisors and investors.

Pence saw an opportunity to extend the reach of its unique philosophy and approach with ETFs and model portfolios but the firm lacked a brand platform that could support that objective. To do so, Pence needed to support its long-time distribution partners while promoting its track record to gatekeepers at large broker dealers and RIAs.

Solution

To go to market and build brand recognition, we recommended leveraging the name PENCE and doing so in a bold way. This brand expression was crisp and worked seamlessly across UITs, ETFs, SMAs and other product nomenclature. A new tagline, “People Move Markets,” brought to the fore the firm’s unique selling proposition — the ability to observe people, anticipate seismic consumer shifts and, by applying proprietary fundamental analysis, identify the companies that will benefit from these trends. The new visual identity features geometric shapes suggesting identifiable patterns — a metaphor for the PENCE investment process.

All told, a content-rich, responsive website, together with institutional-quality marketing tools and story-telling premiums, give PENCE multiple venues for communicating its new positioning and showcasing its thinking to investors who want to own progress.

Visit pencecapital.com.

Pence Capital Management Website Refresh
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