Industry: Financial Services / Wealth Management
Investar Financial
The project included embroidered cashmere-blend scarves, laser-engraved executive pen sets, custom leather portfolios with debossed logos, and premium branded gift boxes with magnetic closures. The collection was designed for two occasions: year-end client appreciation gifts and a milestone celebration for the firm's 10th anniversary. Each item needed to communicate sophistication without being ostentatious — a reflection of the firm's brand values.
We sourced premium materials for every component — cashmere-blend fabric for the scarves, full-grain leather for the portfolios, and heavyweight magnetic-closure boxes for presentation. The scarves were embroidered with a subtle tone-on-tone logo that was visible only upon close inspection. Pen sets were laser-engraved with the firm's logo and the recipient's initials for a personal touch.
Each gift box was hand-assembled with tissue paper, a printed card, and items arranged for visual impact upon opening. We produced 150 individual gift packages and coordinated direct shipping to each client's home or office address within a three-week window.
Investar's clients responded with overwhelmingly positive feedback — several called their advisor directly to express appreciation for the quality and thoughtfulness of the gift. The 10th anniversary collection became a talking point at the firm's celebration event, with partners and clients alike commenting on the attention to detail. Investar has since established an annual gifting program through GoCustomMerch, refreshing the collection each year with new premium items.
This project showcases how GoCustomMerch helps financial services firms create client-facing merchandise that reinforces trust, deepens relationships, and elevates the brand experience at every touchpoint.