Since its founding in 1964, First Manhattan Co. has been a formidable New York City investment advisory firm, providing high net worth investors with individual portfolio management for assets that today total more than $15 billion. And their success has come without any formal marketing or advertising. But with the changing times and the next generation of portfolio managers and clients ascending, the firm decided it was time to establish a more updated online presence. To that end, Thinkso created an external website that highlights the firm’s differentiators — portfolio manager accessibility, in-house primary research, and the sharing of institutional knowledge — while creating an engaging user experience for existing and prospective clients. The result is a website that celebrates First Manhattan’s storied legacy as well as its best assets: its people.
“Thinkso did a remarkable job capturing the essence of First Manhattan and building consensus among the several different generations who lead our firm. We couldn’t be happier with our new website. ” Adam Schwartz, Senior Managing Director, First Manhattan Co.
Thinkso also designed First Manhattan’s private client portal to provide a more user-friendly, mobile-friendly experience for those clients who want to view their account details online. Built and powered by SS&C, the portal is not shown here in order to protect client and firm confidentiality.