Point One Percent Portfolio

As our name suggests we are a branding, marketing and strategy consulting firm that focuses on understanding the wealthiest .1% of the population – how this consumer thinks, how they live, and how to reach them from a 360-degree approach.

We then translate these insights to help companies enhance the perception of their brand to be aspirational and held in the highest regard.

While our clients all wish to communicate with affluent and coveted consumers, our solutions for our clients vary greatly depending on their goals; they include brand positioning and identity, brand reinvention, market and product expansion, growth initiatives and fundraising and specific marketing communication tactics. Our scope of expertise extends from research to planning and execution.

who we are

[ research ]

• Marketdiligenceandtrendanalysis • Competitiveanalysisandassessment • Qualitativeresearch–ourproprietaryListof100allowsustogatherrichinsights directly from the individuals our clients are attempting to reach • Quantitativeresearch

[ strategy ]

UsingacombinationofinsightsfromtheListof100andourindepthunderstandingoftheluxury market Point One Percent delivers:

• Succinctstrategicplatformsthatactasaguidingprinciple and strategic lens for all communications efforts • Businessplanningandgrowthstrategydevelopment • Productdevelopmentandbrandtiering • Saleschannelexpansionandoptimization

[ financial advisory ]

Utilizingourextensiveexperienceandnetwork in the luxurygoods industryweworkwithleading companies, private equity funds and financial advisors to provide:

• Duediligencesupportforpotentialacquisitions • Identifyandassessinvestmentopportunities • Jointventureformation • Licensingagreements • Capitalintroduction

what we do

[ creative development ]

Our in-house team of designers and art directors thorough understanding of the affluent consumer leads to thoughtful and compelling articulations of luxury including:

• Brand identity Naming • Logodevelopment • Colorpalette Font systems • Imagestyle • Tone of voice • Overall aesthetic look and feel

• print Advertising • Brochures • DirectMail • Stationery

• online E-commerce strategy • Website design and programming Online advertising

• social media Facebook•Twitter•YouTube•Foursquare•Tumblr

• experiential In-storeandpackaging • Customerloyaltyprograms Event marketing and sponsorships • Brandpartnerships

• animation Corporatevideos • Moodvideos • Television

[ project management and execution ]

Point One Percent has extensive experience fully implementing all of the above services. Each project is led by a dedicated and experienced project team to ensure that every detail is attended to, and that the highest level of quality is delivered on time and in budget.

what we do

who we do it for

some of our thinking[ select case studies ]

Paul Stuart has been providingmen with distinctive, custom tailored clothing since 1938.PaulStuartrecentlydevelopedPhineasCole,alineofclothingthathasthesamesenseofsophisticationandstyleasPaulStuart,butalsohasawhimsicalandmoderntwist.Thelineis intended to target a slightly younger audience who is professional, successful in their own right, but doesn’t take themselves too seriously.

PaulStuartapproachedPointOnePercenttohelpdefinetherelationshipbetweenthetwobrands, as well as develop a clear brand identity and creative articulation to position and raise awarenessofPhineasColeinthemarketplace.ThecampaignforPhineasColeleveragedtheidea that confidence has a style all its own.

[ BRANDHIERARCHYANDIDENTITY ]

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PaulStuartBrochure

Fall 2010

1110

PhineasColeBrochure

[BRANDEVOLUTIONVIAECOMMERCE]

PointOnePercentpartneredwithjewelrydesigner,Ippolita,tocreateecommercedesignandnavigation delivering an evolved and meaningful articulation of the brand, one that would capture the inspired and creative essence as well as the artisanal quality of the product.

Tobegin,PointOnePercentseekedtodefinetheIppolitabrandandexecutedacomprehensiveevaluation beginning with a brand immersion to understand the designer herself, product in detail and corporate culture; a target analysis to identify key constituent segments and develop demographic and psychographic profiles; qualitative interviews with affluent individuals to note the pulse of the market and inform perceived differentiators; and a competitive audit, including secret shopping, to assess individual competitive strategies in the luxury jewelry category. Together, these collective tactics informed Point One Percent insights to devise an ownable ‘wearablebeauty’brandpositioningfor Ippolita,andarticulatemarketingsolutionsthat leveraged the brand sensibility, created feminine connection and resonated with high net worth individuals.

As an extension of this evolved brand expression, Point One Percent delivered an overall look and feel (design, tone of voice, photographic style, content hierarchy, clear emotive communications),abrandbookandre-launchedtheIppolitawebsite.

IppolitaWebsite

shop jewelry | meet ippolita

consult an ippolita stylist

ippolita stylists are available to help select the right piece for you, or to answer any of your questions regarding the jewelry.

Via phoNe

Give us a call at 800.XXX.XXXX m-F 9am-6pm est.

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submit a question using the form below.

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become aN ippolita iNsider | eVeNts | press | stores | customer care | 877 865 5500 m-F 9am-6pm est

FiNd us oN ©2008-2010 ippolita® all rights reserved

my accouNt | wishlist | shoppiNG baG | consult stylist | search Go



siGN iN | shoppiNG baG | coNsult stylist | search Go shop jewelry | meet ippolita

IppolitaWebsite




ma

iN m

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gold | bangles • gemstone diamond plain | earriNGs | Necklaces | riNGs | charms


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alterNate Views: receNtly Viewed: looks Good with:

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mother oF pearl octaGoN baNGle

a few spangled bangles make an evening, but with a wristful and you have an event. undulating circles of hand-formed 18k gold sparkle with 129 pave diamonds each, a total of 1.5 carats. items sold separately; 8-1/4” circumference.

$450

quaNtity:

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product Name$XXX

product Name$XXX

product Name$XXX

product Name$XXX

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gold | bangles • gemstone diamond plain | earriNGs | Necklaces | riNGs | charms





IppolitaWebsite




1967-1970

Rostagno family moves to the United States over a four year span, during which Ippolita picks up

her eerily perfect American - English accent

timeline


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slide bar to view landmarks


meet ippolita




[BRANDExTENSION&APPLICATION]

WhenRockefellerFinancialrecentlyre-brandeditself,theupdatedexpressionwasnotappliedtoRockit,aRockefellerFinancialcompanyofferingacustomizedreportingandmanagementplatform for private wealth clients.

AlthoughRockit’sultra-affluentinvestoraudiencereliesonacomplexenvironmentofmultiplecustodians, asset managers, brokers and bank accounts, their needs are fairly straightforward – complete, accurate and timely information about their portfolio; access to make informed and confident decisions; and a trusted partner to help along the way.

FollowinganimmersionintotheRockitcultureandbusinessmodel,PointOnePercentapplieda combination of strategic, creative and project management resources to develop a unique brandpersonality,approachabletoneofvoiceanddistilledformattopresentRockit’sprecisetechnology and premier customer service solutions.

Moreover, Point One Percent created a comprehensive collection of communicationsmaterials which incorporated the established Rockefeller Financial brand look and feel,while also allowing for individual expression. Final branded collateral touch points included a capabilities kit, new brochure, Power Point template, fact sheet, website landing page and Flash product demonstration – all produced and delivered against an aggressive schedule in time for unveiling at an upcoming trade show.

Rockit: The Solution for Understanding Sizable PortfoliosPRecision. RePoRting. seRvice.

For all its sophistication, Rockit is not just a

technology solution. High-touch service and

significant industry expertise are central to

what we provide our clients. In fact, we have

a deeply held philosophy when it comes to

service: We view ourselves as extensions of

our clients’ offices and teams. Based on that

outlook, we take client service very seriously.

Each client is assigned a specific service

team who develops familiarity with the

particular needs of that client and over time

can anticipate client needs. This single point

of direct contact provides consistency and

reliability for our clients. Client calls are not

redirected to a call center where a client may

reach a different representative each time.

The teams are structured for the easy escalation

and resolution of issues. In total, approximately

one-fifth of Rockit’s staff is in client-facing

service roles.

Service.

15

Rockit’s seRvice elements

•Ateam-basedapproachwithasinglepointofcontacttopromoteconsistency

and accountability

• In-persontrainingonRockitCommandtohelpclientsgetthemostfromthesystem

•Customizedreportingnoaddressspecializedclientinformationneeds

•Detailedexpensecategorizationandreportingtoassistincash-flowanalysis,budget

preparation and tax-return preparation

•Partnershipaccountingandtaxservicesforfamilylimitedpartnershipsandother

privately pooled vehicles, when needed

•Trustaccountingcapabilitiesprovidingtoolsfortrustees,taxandaccountingand

other professionals

•High-touchimplementationsupporttomakethetransitionontotheRockitplatform

as quick and seamless as possible

and services to other wealth holders and their

advisors—clients who demand the same timely,

accurate reporting and exceptional personal

service. Since then, Rockit continues Rockefeller

Financial’s tradition of helping clients make

financial decisions by serving the following types

of entities:

• Single and Multifamily Offices• Registered Investment Advisors• Private Chartered Trust Companies• Endowments, Foundations and Other Nonprofits• Hedge Funds• Other Financial Institutions

Wealthy families and the advisors who serve them

face a new and daunting financial landscape. Not

only has the credit crisis redrawn the map of the

financial services industry, other trends have made

understanding large portfolios even more difficult.

Wealthy investors now have multiple custodians,

asset managers, brokers and banks, and they have

significant exposures to illiquid and often opaque

alternative investments. Ever-more-complex tax

codes have spawned byzantine account and

legal structures. And evolving, onerous regulatory

and reporting requirements tax the patience and

resources of even the most patient advisor.

Despite the complexities they face, the needs of

wealthy investors and their advisors are actually

straightforward. They need complete and accurate

portfolio data. They need highly flexible reporting

on that data, so that they can see the portfolio data

in the ways they need to make smart, confident

decisions. And they need a trusted partner to help

them along the way.

Precision. Reporting. Service. That’s exactly why

we built Rockit.

Back in 1998, after more than 100 years of

experience managing the Rockefeller family office,

the professionals at Rockefeller Financial knew

that the existing wealth information systems in the

marketplace simply did not suffice. So we decided

to develop our own, rather than settling for the

lesser alternatives available. With that mission

in mind, Rockit® Solutions was created and

launched in 2000.

In 2005, Rockefeller Financial made Rockit an independent business, offering its platform

AboutRockit

3

RockitBrochure

[BRANDAWARENESSANDMARKETPENETRATION THROUGHSOCIALMEDIA]

PointOnePercentpartneredwithPurityVodkatodevelopastrategicpositioningfortheU.S.,inordertoraisebrandawareness,generateexcitementamongconsumersandincreasesalesintheNewYorkarea.

Point One Percent created strategic positioning, brand partnerships and used a comprehensive social media program to support and broadcast marketing activities and initiatives. To begin, a social media platform was developed to amplify marketing initiatives andreachPurityVodka’stargetaudiencesinacost-effectivemanner.Throughtheuseoftargeted channels, including a corporate blogging program, Facebook page and Twitter account, Point One Percent successfully generated brand awareness; communicated the PurityVodkastoryanditsdifferentiatorswithinthecategory;mobilizedPurity’sfanbasetoseekoutPurityVodkabothinretailandon-premise;andpromotedeventsandactivities.Bycreatinganinteractiveplatformforonlineuserstoaskquestions,postcomments,learnaboutthebrandandvocalizetheirsupport,an80%increaseinPurityVodka’sfanbasewasachieved on Facebook and daily commentary and interaction from users was observed.

[LOCALPOSITIONINGANDPOP-UPMARKETING]

Nau nau (pronounced “now”) is a clothing company based in Portland, Oregon committed to creating eco-friendly apparel that is perfectly balanced between beauty, performance and sustainability. The companies unique approach has created an enthusiastic and loyal following, as well as a clearly differentiated offering in the marketplace. To expand upon the brand’s concentratedretailoutletandonlinedistribution,Naudevelopedatwo-monthSoho-basedpop-up store.

Inordertocreatebuzzaroundthebrandanddrivetraffictothepop-upstore,NauengagedPoint One Percent to develop a marketing platform and specific tactics to reach the local New York City market. The recommended marketing approach was a multi-prongedeffortconsistingofin-storeevents,PR,gorillaandtargetedmarketing,productplacement,sponsorships and partnership opportunities.

Nau-er C by day is a 31 year old Publicist at Warner

Brothers and by night is hopping from industry

events to premieres to after parties to Feist concerts,

and looking dapper all the while.

Nau-er A is a 38 year old architect who lives in a loft

in Dumbo with his wife – a fashion designer and

owner of a clothing brand.

Nau-er B is an ambitious 28 year old who currently

works at an advertising agency while also earning

her graduate degree from the Fashion Institute of

Technology.

HERE NYC

Nau NYC PoP-uP Store targeted MarketiNg

herenyc

here nyc

NauLandlordPresentation

NauEventCalendar NauStore/EventPhotos

tuesday, dec 1Private Event: Design and the City

7:00 – 10:00 pm, 69 Mercer Street

A presentation of projects that enhance urban life brought to you by GOOD and Mercy Corps. The Honey Brothers will perform live. Beer, wine and food will be served.

Featured designers // Allan Chochinov, desigNYC, Karin Fong, Center for Urban Pedagogy, Mercy Corps, Nau

Private Event: Runway Event

7:00 – 10:00 pm, 69 Mercer Street

Nau will be partnering with Elite Model Management to host an evening of runway fashion. Join us for a night of Nau fashion with models walking to a music mix spun by DJ M.O.S. Enjoy beverages and snacks from Medea Vodka, Wolffer Estate, Saranac Beer and popchips while shopping.

tuesday, dec 8

follow nau nyc on facebook and twitter

nau nyc event calendar decembernovember

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15 16 17 18 19 20 21

22 23 24 25 26 27 28

29 30 november

creative event

concierge event

beauty event

private event

public event

public event

public event

We’re excited to bring our great-looking, go-everywhere collection to New York City, but we want you to know that our passion goes beyond design. Each week from November 12 to December 31, our pop-up shop in SoHo will be full of events that reflect Nau’s brand philosophy of Beauty, Performance, Sustainability. Come in, check out our style and enjoy musical performances, art previews, fascinating speakers, product demos and the best in local cuisine.

here nyc

For us, sustainable fashion means timeless colors, smart design, eco-friendly materials and simple care. For you, it means style you’ll want to wear more than just one season.

visit us at nau nyc69 mercer street between spring & broomenov 12 – jan 4www.nau.com/nyc

100% of the electricity used to manufacture this paper is offset by Green-e certified renewable energy certificates (REC’s) from non-polluting wind power projects. The recycled fiber (100% PCW) is process-chlorine free and Green Seal certified.

Nau Event Eblast

MIDTOWNso nau you know

sustainability never had this much style.

private partyat the nau nyc pop-up store in soho

beer & wine // Saranac Beer & Wolffer Vineyard

food // Pret A Manger

live music // Har Mar Superstar

tuesday, nov 17th 7–10 pmnau nyc 69 mercer street

Please RSVP to [email protected]

Check out www.nau.com/nyc for more event details

10% of Nau merchandise purchases from the evening benefit Friends of the High Line.

NauDirectMail

NauFallFashionCampaign

logo development

where we have beenrecognized

POINTONEPERCENT, LLC · 200VAR ICKSTREET · SU ITE606 · NEWYORKCITY · 10014 · TEL :212-488-1701 · FAx :212-488-1702