rebranding

Local Registered Investment Advisor Firm Launches Rebranding Initiative

Victory Fiduciary Consulting senior management announced today that they will launch a new rebranding and marketing initiative of the 21-year-old firm. The rebranding initiative will encompass a comprehensive marketing communications plan, advertising campaign, sales and marketing strategy.

“We are truly excited to launch a rebranding marketing initiative that breathes new life into our firm, while underscoring the cornerstone and foundation of our guiding principles of honesty, integrity, and professionalism,” said Bud Verfaillie, CEO, Victory Fiduciary Consulting.

“Our institutional objective is to ultimately, align the firm’s retirement and 401K business sectors through effective marketing communications, which facilitates lead generation, brand recognition and revenue maximization,” said Felecia Ward, Director of Marketing.

The most significant aspect of their rebranding initiative is the firm’s name change. The financial industry is a heavily regulated profession that focuses on compliance.

“Due to the significance of fiduciary responsibilities associated with compliance adherence, we purposely enacted a name change of our firm from Victory Asset Management dba Victory Fiduciary Consulting to Victory Fiduciary Consulting to highlight the key role we play as fiduciary advisors to the clients we serve,” said Bud Verfaillie, CEO, Victory Fiduciary Consulting.

The rebranding initiative includes a brand identity package, complete with a new logo design by freelance graphic artist and writer Melissa Gonnella, letterhead, business cards, company website: victoryfiduciary.com, designed by VisionLine Media, a Haddon Heights, NJ – based website design firm, and all new website content.

In addition, the firm will launch a visual impact advertising campaign, entitled “Ship 2 Shore,” conceived and solely executed by Felecia Ward, Director of Marketing, which features a sailing theme with Plan Sponsors of 401k Plans as their primary target audience and Private Investors as their secondary target audience. The advertising campaign will include print ads, social media ads, and direct mail post cards produced by Bellia Print & Design, a Woodbury, NJ – based high quality, graphic design and custom digital print service.

“Conceptually, I envisioned our Plan Sponsors symbolically represented as Captains of their 401k Plan ships, who shoulder the fiduciary responsibility of their 401k Plan, while Private Investors are depicted in aspirational and exclusive tropical island settings,” said Felecia Ward, Director of Marketing, Victory Fiduciary Consulting.

The initiative will also include new sales & marketing collaterals for the firm’s advisors. The collaterals include vivid, four-color capabilities brochure booklets, sales response post cards, a pictorial mini-brochure, and PowerPoint presentation. The nautical theme is continued with a personal touch by the firm’s advisors, who will personally deliver treasure chests with an old-world map design to AAA clients and prospects as a memorable calling card. The treasure chests contain a Captain’s leather journal filled with a four-color, pictorial mini-brochure.

Other clients and prospects will receive a pictorial mini-brochure and a mini-telescope, while others will receive a pictorial mini-brochure and mini-treasure chest containing a fully functional compass that glows in the dark.

“Armed with high quality sales and marketing collaterals, we are confident that we can effectively compete with other RIA firms to garner business from small, mid-size, and Fortune 500 companies,” said Ashley Rosser, President, Victory Fiduciary Consulting.

The rebranding initiative will also highlight the firm’s commitment to community and support of local business partnerships. Victory Fiduciary Consulting is active in community events which support the residents, businesses, and governance of Mullica Hill, NJ, where the firm is geographically based. The firm’s CEO Bud Verfaillie is Acting President of the Mullica Hill Rotary Club, while firm President Ashley Rosser is a member of the Mullica Hill Women’s Triathlon Club

Established in 1995, Victory Fiduciary Consulting is an independent Registered Investment Advisor (RIA) firm based in Mullica Hill, NJ that provides 401k consulting services to Plan Sponsors of small to mid-size companies and serves as retirement investment advisors to private investors from all walks of life.

Victory is one of only three firms in the Delaware Valley to earn a 2016 Center for Fiduciary Excellence (CEFEX) Certification, and the only retirement planning firm in the State of New Jersey to earn the prestigious Investment Advisor Certification Validation.

Registered Investment Advisor Firm Names New President

Victory Fiduciary Consulting senior management announced new leadership for the nearly 40 year-old Registered Investment Advisor (RIA) firm. Bud Verfaillie, CEO has named Ashley Rosser as the firm’s President.

“We are thrilled to simultaneously have both our family and business legacies continue under the highly qualified and proven leadership of my daughter Ashley Rosser as President of Victory Fiduciary Consulting,” said Bud Verfaillie, CEO.

In her new capacity, Rosser will oversee the firm’s overarching executive operations, including Plan Sponsor Services, New Business Development, Private Investor Client Services, Vendor Management, and Human Resources.

Rosser is responsible for educating Plan Trustees and their Board of Directors on legislative changes made by the Department of Labor and providing recommendations on required 401k plan conformity.
“I have watched my father carefully lay down the foundation of our business over the past 35 years, with the cornerstones of honesty, integrity, and a strong work ethic. I am honored to have the opportunity to continue the legacy he started, allowing Victory to serve its’ clients for generations to come,” said Ashley Rosser, President.
The firm’s CEO, Bud Verfaillie achieved a long-term personal and business goal when one of his three daughters joined his practice in 2009. Rosser started out as an entry level apprentice, where she learned all aspects of the practice.
“Working as an understudy, she quickly learned all the necessary skills to provide outstanding financial counsel to both our 401k Plan Sponsors and our individual private investors,” said Bud Verfaillie, CEO.

In 2016 the firm has undergone substantive and sustainable changes, including a rebranding marketing initiative, operational upgrades, and personnel additions. “Today, our story is focused on two fronts. The first, is offering companies a 401k plan as good as the best run Fortune 500 plans. Secondly, we want to provide private investors with financial counsel that will provide them with a successful and prosperous retirement.” said Ashley Rosser, President.

Established in 1995, Victory Fiduciary Consulting is an independent Registered Investment Advisor (RIA) firm based in Mullica Hill, NJ that provides 401k consulting services to Plan Sponsors of small to mid-size companies and serves as retirement investment advisors to private investors from all walks of life.

Victory is one of only three firms in the Delaware Valley to earn a 2016 Center for Fiduciary Excellence (CEFEX) Certification, and the only retirement planning firm in the State of New Jersey to earn the prestigious Investment Advisor Certification Validation.

Read More at NJ.com

Victory Fiduciary Consulting Launches New Website

Victory Fiduciary Consulting’s senior management announced the launch of their newly rebranded website: victoryfiduciary.com.  “We invite our clients and prospective clients to visit victoryfiduciary.com for our latest press releases, social media postings, industry resources, access to important links, and company information,” said Bud Verfaillie, CEO.

In addition, the firm has distributed an e-vite invitation to their clients, business associates, and vendors inviting them to peruse their new site.

Victory Fiduciary Consulting collaborated with the website design team of VisionLine Media, a Haddon Heights, NJ-based company, to provide a comprehensive online source of company information and services.

“The new Victory website uses best practice techniques and responsive design. This allows the site to properly conform at any browser resolution on a mobile device, desktop computer or tablet. The technical goals of the new site were balanced with the desire to provide a highly graphic experience that wows the audience,” said Bryan Klugh, President, VisionLine Media.

The new Victory Fiduciary Consulting website is user friendly with a simplified design and optimized navigation. The site is features videos, slide shows, social media, and a secure login portal to access proprietary links. Users can also request information or ask questions via email.

“VisionLine Media was instrumental in bringing our creative concepts to fruition with clean design elements, balanced with the infusion of high resolution graphic images that underscore the launch of our visual impact advertising campaign, said Felecia Ward, Director of Marketing . To quote Milton Glaser,” There are three responses to a piece of design – yes, no, and WOW! Wow is the one to aim for,” I always aim for the “wow” factor,” said Ward.

The firm’s campaign entitled “Ship 2 Shore, features a sailing theme with Plan Sponsors of 401k Plans as their primary target audience and Private Investors as a secondary target audience. The advertising campaign will include print ads, social media ads, and direct mail post cards, produced by Bellia Print & Design said, Felecia Ward, Director of Marketing.

Established in 1995, Victory Fiduciary Consulting is an independent Registered Investment Advisor (RIA) firm based in Mullica Hill, NJ that provides 401k consulting services to Plan Sponsors of small to mid-size companies and serves as retirement investment advisors to private investors from all walks of life.

Victory is one of only three firms in the Delaware Valley to earn a 2016 Center for Fiduciary Excellence (CEFEX) Certification, and the only retirement planning firm in the State of New Jersey to earn the prestigious Investment Advisor Certification Validation.

Local Retirement Management Firm Earns Global Industry Certification of Excellence

Mullica Hill, NJ – Victory Asset Management dba Victory Fiduciary Consulting, a retirement planning and 401K compliance consulting firm, has earned an official 2016 Investment Advisor Certification Validation from Center for Fiduciary Excellence (CEFEX) on May 24, 2016. CEFEX is the global financial industry standard of fiduciary audit and compliance review best practices.

“We are extremely honored to have earned an Investment Advisor Certification Validation from CEFEX, thereby lending industry credence to our nearly 40-year institutional business philosophy to deliver the highest level of responsible, retirement planning with a personal customer service orientation to our clients,” said Bud Verfaille, CEO, Victory Asset Management Company.

Victory Asset Management is one of only three firms in the Delaware Valley to earn a 2016 CEFEX certification, and the only retirement planning firm in the State of New Jersey.

Southern New Jersey Financial Management Firm Earns Global Industry Certification of Excellence

Victory Asset Management voluntarily committed their firm to an extensive and rigorous CEFEX audit on May 6, 2016. The audit included a comprehensive review by CEFEX analysts to determine their implementation of best industry practices defined by the International Organization for Standardization (ISO)/ IEC F1021 3rd party assessment.

“Victory Asset Management is proud to have both our investment management and 401K process, procedures, and protocols meet the global fiduciary standards set by CEFEX,” said Ashley Rosser, Principle, Victory Asset Management Company.

The CEFEX review team then presents their final assessment package of Victory Assessment Management to an independent CEFEX Registration Committee (CRC) for review, acceptance, and final verification. Victory Asset Management earned their official 2016 Investment Advisor Certification Validation #10310 on May 24, 2016. As per CEFEX certification standards, Victory Asset Management agreed to a post-assessment to review and confirm continual adherence.

ABOUT VICTORY ASSET MANAGEMENT

Victory Asset Management Co., Inc. dba Victory Fiduciary Consulting is a 401k compliance consulting and ERISA 3(21) and 3(38) advisory consulting firm, that began successful operation in 1978 under the auspices of Bud Verfaillie, a seasoned entrepreneur and New Jersey native.

ABOUT CEFEX

CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.

ABOUT ISO

ISO is an independent, non-governmental international organization with a membership of 161 national standards bodies. Through its members, it brings together experts to share knowledge and develop voluntary, consensus-based, market relevant international standards that support innovation and provide solutions to global challenges. The ISO has published more than 21,000 International Standards and related documents, covering almost every industry, from technology, to food safety, to agriculture and healthcare. Their Central Secretariat is based in Geneva, Switzerland.