01Overview
Portfolio Advisors — an employee-owned alternative investment firm that merged with FS Investments to create a $75B+ AUM platform — commissioned WERZ to produce commercial and promotional video content for web use, featuring executive profiles and client-facing messaging.
02About the Client
Employee-owned alternative investment firm founded 1994. Merged with FS Investments in 2023 to create a $75B+ AUM platform. Specializes in private equity fund-of-funds, secondaries, and private credit. Institutional LP base includes pension funds and endowments globally. 250+ GP relationships.
03Production Breakdown
Client-testimonial promo for Portfolio Advisors that mixes brewery operations, family-life moments, and advisory conversations to make financial planning feel practical, personal, and trust-based.
Grain pours, brewing equipment, Jeremy Smith interview frames, family dinner footage, and quiet office meetings give the spot a grounded testimonial feel rather than a sterile finance ad.
Profile-led audio for Portfolio Advisors centered on a featured speaker introducing their role, perspective, and trust-building context. Working with Portfolio Advisors, I think it offers peace of mind. It offers a more stress-free vision of the future and allows you to have more time for yourself and your family.
Deliverables
- client testimonial commercial
- website trust video
- advisory promo spot
