01Overview
WERZ produced an executive profile video for Brian at Portfolio Advisors, part of the team profile series delivered alongside the firm's commercial content. The series was used for LP communications and the website following Portfolio Advisors' merger with FS Investments creating a $75B+ AUM alternative investment platform.
02About the Client
Employee-owned alternative investment firm. $75B+ AUM.
03Production Breakdown
This brian — executive profile work is part of WERZ's collaboration with Portfolio Advisors in Fresno, focused on trust, leadership visibility, and client-facing credibility. The film is profile-led, designed to build trust through leadership presence and human introduction. Portfolio Advisors is an independent financial advisory firm in Fresno, California, focused on fiduciary investment guidance and planning for busy professionals, people nearing retirement, and retirees.
The visual language likely centers on portrait framing, office interiors, brand-compliant lower thirds, professional wardrobe, soft background depth, shaped into an executive profile execution for Portfolio Advisors.
Profile-led audio for Portfolio Advisors centered on a featured speaker introducing their role, perspective, and trust-building context. One of the elements that I feel builds significant trust between a customer and a financial advisor is honesty and selflessness. There was a time in which Tina and Portfolio Advisors recommended a decision that did not benefit Portfolio Advisors, but that benefited us as a family in terms of where to keep our resources.
Deliverables
- profile film
- executive profile film
