The Institute for Wealth Management, is a wealth management company that provides a strategic plan for achieving financial security. Their unique three-step system for objective wealth management gives specialized, expert attention to each portfolio. By aligning client goals with the investment strategies of world-class portfolio managers and then carefully monitoring performance, the Instititute's advisor partners and their clients benefit from the same systematic approach used to manage large pension funds and endowments. 

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The Institute's new brand identity symbolizes this unique three step approach. Each section of the square "i" symbol represents one of the three steps in their approach to wealth management. This square symbol is reinforced throughout the communication materials to create a fresh new minimalist look. Large conceptual images help to explain and communicate The Institute's business approach and break up the heavy content into sections that are easy to read.