Case Study: GLASfunds strengthens investor outreach with Van York Agency

A Van York Agency Case Study

Preview of the GlasFunds Case Study

GlasFunds strengthens advisor outreach with Van York Agency across quarterly updates, decks, and roadshow materials

Van York Agency partnered with GlasFunds, an alternative investment platform seeking to empower financial advisors. The client needed to elevate its investor presentations and marketing materials to better communicate its unique, burden-free investment solutions and stand out in the finance industry.

The solution implemented by Van York Agency was a comprehensive suite of strategic design services. This included creating tailored investor presentations, fact sheets, brochures, event booths, and social media graphics, all maintaining brand cohesion while being individually conceptualized for maximum impact. The results were highly effective, purpose-driven communications that equipped the GlasFunds team to better tell their story. The vendor's work received regular compliments from clients and prospects, fostering meaningful engagement with their target audience.


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