01Overview
WERZ produced an executive profile video for Rod Coburn at Portfolio Advisors — a Partner at the firm and part of a video series created for LP presentations, the firm's website, and business development. Part of a broader suite of executive profiles produced alongside the firm's commercial and promotional content.
02About the Client
Employee-owned alternative investment firm. $75B+ AUM.
03Production Breakdown
This rod coburn — 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. Trust is the answer, and Portfolio Advisors has answered that question through a variety of ways. My recollection was that, and it was Shelly's comfort here, and the thoroughness of the discussions that we had, it was like a sigh, like, ah, that we found a new home.
Deliverables
- profile film
- executive profile film
