goal investment management

Goal Investment Management is a financial investment firm based in San Diego, California and one branch of the Goal family of companies. They developed a unique platform that combines active servicing, deep data and analytics, and capital markets expertise to create opportunities and drive returns. They came to us ready to elevate their branding and develop a clear, user centric website that helped to connect Goal Investment Management back to the other companies in the Goal family.

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how we helped

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Goal Investment Management approached The Click Collective to create a brand that would represent their business and be complementary to their sister company, Goal Solutions. This new brand needed to be feel like it was part of the Goal family of companies but be unique enough to stand alone. Our brand design team took on this challenge and created a unique brand that helps Goal Investment Management stand out from the crowd.


Goal Investment Management was looking to create a website that clearly and concisely told their story and guided customers to the information they need. Our team started with a comprehensive consultation with the Goal team to reviewed all of the content, website and presentation materials that Goal Investment Management had put together and discuss the objectives they had for their website. We brought everything together in a clean, modern and organized design.


We have become the go-to creative and development team for Goal Investment. Our integrated agency has teamed up with their in-house marketing team to provide a variety of ongoing graphic design, website development and technical support. When they need help, they turn to Pursu!

print design

We created a variety of print design materials that support the Goal Investment Management branding and marketing. Designs we created include business cards, stationery and a detailed brand standards guide. These materials have helped them market their business and present at trade shows.

"We are super happy with the Goal Investment Management logo!!!"

Peter Sadowski  |  CIO, Goal Investment Management

growth & success

Once we were through our discovery and brand development, our team was able to pull all of the elements together into a cohesive website that showcased Goal Investment Management’s unique selling proposition and service offerings. They’ve got a clear strategy for how to implement their visual brand identity and messaging across a variety of platforms to expand their reach and continue to successfully grow their business.

Services Provided Brand Strategy Logo Design Website Design Website Development Ongoing Support

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