Challenging Famous Financial Brands

With brands like Goldman Sachs and Charles Schwab entering a growing space known as direct indexing, Parametric needed messaging that brought to life its 30 years of pioneering leadership in custom portfolios for high net worth cucstomers. Rule of 3 created Parametric’s first advertising campaign ever centered around a new tagline, Custom to the Core, with lively executions to drive awareness across financial channels.

Client

PARAMETRIC

Category

finance

Launch Anthem

Launch Anthem

RO3’s launch film captured the range of custom solutions Parametric engineers— investments with distinct advantages over common mutual funds and ETFs. As the video suggests, Parametric makes clients feel like they are the center of the investment world.

RO3’s launch film captured the range of custom solutions Parametric engineers— investments with distinct advantages over common mutual funds and ETFs. As the video suggests, Parametric makes clients feel like they are the center of the investment world.

Launch Anthem

RO3’s launch film captured the range of custom solutions Parametric engineers— investments with distinct advantages over common mutual funds and ETFs. As the video suggests, Parametric makes clients feel like they are the center of the investment world.

0

%+

Increase in Brand Awareness
among target audience
(3% to 15%)

0

%

Better display ad performance versus industry

0

X

Custom Portfolios Sold

digital & print

digital & print

Beginning with the “Dan Jones Industrial Average,” the campaign branded custom portfolios with names that sounded like well-known indexes, positioning Parametric as the leader in customized investing.

Beginning with the “Dan Jones Industrial Average,” the campaign branded custom portfolios with names that sounded like well-known indexes, positioning Parametric as the leader in customized investing.

digital & print

Beginning with the “Dan Jones Industrial Average,” the campaign branded custom portfolios with names that sounded like well-known indexes, positioning Parametric as the leader in customized investing.

FIRST-EVER CABLE TV

FIRST-EVER CABLE TV

To drive awareness and sales, we featured financial advisors in Parametric films and broadcast TV, driving partnerships that drove portfolio sales to double.

To drive awareness and sales, we featured financial advisors in Parametric films and broadcast TV, driving partnerships that drove portfolio sales to double.

FIRST-EVER CABLE TV

To drive awareness and sales, we featured financial advisors in Parametric films and broadcast TV, driving partnerships that drove portfolio sales to double.

Explainer Videos

Explainer Videos

RO3 has deep experience taking complex topics and making them relatable. As an example, a year-long series of explainer videos helped Parametric educate financial advisors on the advantages of custom “direct indexing” portfolios.

RO3 has deep experience taking complex topics and making them relatable. As an example, a year-long series of explainer videos helped Parametric educate financial advisors on the advantages of custom “direct indexing” portfolios.

Explainer Videos

RO3 has deep experience taking complex topics and making them relatable. As an example, a year-long series of explainer videos helped Parametric educate financial advisors on the advantages of custom “direct indexing” portfolios.

  • More Work More Work

  • More Work More Work

Hewlett Packard Enterprise

Tech

Hewlett Packard Enterprise

Tech

impactassets

Finance

impactassets

Finance

Rule of 3 Agency

23 Madera Avenue

San Anselmo, CA 94960

© 2025 Rule of 3 Agency. All rights reserved.

Rule of 3 Agency

23 Madera Avenue

San Anselmo, CA 94960

© 2025 Rule of 3 Agency. All rights reserved.

Rule of 3 Agency

23 Madera Avenue

San Anselmo, CA 94960

© 2025 Rule of 3 Agency. All rights reserved.

Rule of 3 Agency

23 Madera Avenue

San Anselmo, CA 94960

© 2025 Rule of 3 Agency. All rights reserved.