Our firm worked closely with Kerry and her team to build our new website during the summer to the fall of 2024. We hadn’t had a new website in over a decade and knew nothing about site building/design or SEO optimization. Kerry is very kind and patient; she explained everything carefully & clearly and was very organized. We reached out to many website designers before choosing Kerry and what made our decision was that she really listened to our needs and did not take a sales approach. We are extremely satisfied with our new website and highly recommend utilizing her for your website needs.
About the Project
Mason Capital Partners is a Boston-based investment management firm that has provided thoughtful, research-driven financial guidance to institutions, charitable trusts, and individuals since 1978. Known for their boutique, client-first approach and long-term, low-risk investment philosophy, the firm has built strong relationships with a national client base.
Mason Capital approached us to redesign their website to better reflect their professionalism, values, and expanding digital footprint. Their old site no longer supported their evolving brand identity or served the needs of modern clients who often learn about the firm through referrals, advertisements, or LinkedIn. With a new ETF product and an expanding team, they needed a web presence that would support visibility, lead generation, and long-term content strategy.
The Brief
The Mason Capital team came to us with a clear vision: create a modern, polished website that reflects their legacy, approachability, and deep industry expertise while avoiding the overly corporate aesthetic of larger financial institutions. Their primary goals included:
- A professional and approachable design that appeals to both institutional and retail investors.
- A clean, responsive layout that works seamlessly across devices.
- A clear narrative about their services, including investment management and their proprietary ETF.
- A section to introduce their team, highlight their process, and explain the firm’s unique value propositions.
- Search-friendly content that supports visibility for target terms like “wealth management in Boston,” “retirement planning,” and “investment advisory services.”
Our Approach
Discovery & Research
We began with a kickoff strategy session, during which we worked with the Mason Capital team to understand their audience, values, and visual preferences.
Drawing on input from the team, we developed the content outline, branding tone, and structural layout that would guide the redesign.
Design
Mason Capital’s desired aesthetic was “clean, polished, approachable, and friendly.” We designed a site that avoids the cold, corporate feel of larger firms and instead reflects the firm’s approach to client relationships.
Highlights of the design approach included:
- A full-height hero banner on the homepage featuring photography from Boston and Post Office Square.
- A warm color palette, including gold, gray, burnt orange, and green, echoes accents from Mason Capital’s office design.
- A team section that reflects the firm’s personality, featuring professional headshots and bios.
- Modular layouts for each interior page, with centrally aligned text for better readability.
Development & Features
- Mobile-Responsive Design: Ensures a smooth browsing experience across all devices.
- Content-Rich Structure: Pages include Home, Investment Management, ETF, Our Process, Who We Serve, FAQs, About, Meet the Team, Blog, and Contact.
- Blog Integration: Supports future newsletter content and SEO-focused articles.
- Newsletter Signup: A callout on key pages for quarterly updates.
- SEO Optimization: Keyword mapping for search terms like “wealth management,” “Boston financial planning,” and “investment advisory.”
- Google Tools Integration: Google Analytics and Google Search Console were set up to track visitor behavior and performance.
The Result
The new Mason Capital Partners website delivers a contemporary, user-friendly experience that reinforces the firm’s core values: trust, clarity, and client focus.
Key outcomes include:
- A professional, yet warm and accessible design that differentiates Mason Capital from larger firms.
- A clear pathway for users to learn about services, explore team bios, and get in touch.
- A scalable content system that supports future additions like blog posts, state maps, and case studies.
- A foundation for improved SEO and engagement designed to convert referrals into long-term clients.
The result is not just a website, but a digital extension of Mason Capital’s reputation for client service, research excellence, and personalized investment strategy.