Portfolio Advisors — an employee-owned alternative investment firm that merged with FS Investments to create a $75B+ AUM platform — commissioned WERZ to produce commercial and promotional video content for web use, featuring executive profiles and client-facing messaging.
02About the Client
Employee-owned alternative investment firm founded 1994. Merged with FS Investments in 2023 to create a $75B+ AUM platform. Specializes in private equity fund-of-funds, secondaries, and private credit. Institutional LP base includes pension funds and endowments globally. 250+ GP relationships.
Client-testimonial promo for Portfolio Advisors that mixes brewery operations, family-life moments, and advisory conversations to make financial planning feel practical, personal, and trust-based.
Grain pours, brewing equipment, Jeremy Smith interview frames, family dinner footage, and quiet office meetings give the spot a grounded testimonial feel rather than a sterile finance ad.
Profile-led audio for Portfolio Advisors centered on a featured speaker introducing their role, perspective, and trust-building context. Working with Portfolio Advisors, I think it offers peace of mind. It offers a more stress-free vision of the future and allows you to have more time for yourself and your family.
brewery process imagerynamed testimonial lower-thirdfamily dinner tableadvisor meeting roomclean white legal slate
Why it works
Shows WERZ can make advisory and planning work feel human through real client lives instead of generic boardroom imagery.
Demonstrates clean handling of regulated-industry tone, legal copy, and testimonial structure.
Useful proof for financial services, legal, insurance, and trust-based professional-service briefs.
Featured voices
Jeremy SmithSequoia Brewing Company owner providing the client-testimonial voice.
Key shots
Shot 1 · industry-context openerThe film opens in a working brewery environment so the testimonial is grounded in a real business owner context from the first frame.
Shot 2 · named testimonial beatA lower-third identifies Jeremy Smith and gives the film a direct, trustworthy client voice.
Shot 3 · family-life beatDinner-table family moments expand the story from business operations into the broader peace-of-mind benefit of trusted planning.
Shot 4 · advisor-meeting beatQuiet conference-room scenes make the advisory relationship feel concrete and personal instead of abstract.
Shot 5 · brand-and-disclaimer closeThe ending resolves with a clean brand slate and legal disclosures appropriate for financial-services use.
Audio / dialogue
Working with Portfolio Advisors, I think it offers peace of mind. It offers a more stress-free vision of the future and allows you to have more time for yourself and your family. I think the constantly changing tax landscape and investment landscape is so hard to grasp for the average person that it's so difficult when you don't have time because you have kids, you have a home, you have a business, you don't have the time so it's better to have someone else who has the knowledge and knows how to maneuver through that landscape to help you with those investments and moving things around that you just don't understand.
On-screen text
Jeremy SmithOwner, Sequoia Brewing CompanyPortfolio Advisors Inc.Portfolio AdvisorsCommercial & Promotional Series
Full transcript
Working with Portfolio Advisors, I think it offers peace of mind. It offers a more stress-free vision of the future and allows you to have more time for yourself and your family. I think the constantly changing tax landscape and investment landscape is so hard to grasp for the average person that it's so difficult when you don't have time because you have kids, you have a home, you have a business, you don't have the time so it's better to have someone else who has the knowledge and knows how to maneuver through that landscape to help you with those investments and moving things around that you just don't understand. Thank you!
Client-led company introduction
Introduce a company through the people it serves.
Portfolio Advisors’ brand introduction opens with a local brewery owner, giving the advisory firm a client’s perspective. The finished film is a reference for a concise, interview-led company story.
How the project was built
The communication problem
Introduce a fee-only financial advisory firm through the relationships behind its service.
Production approach
The finished WERZ film brings client perspectives and the advisory team into a short company introduction, beginning with a brewery owner.
Finished work
Watch the 59-second brand introduction. Its format connects a company introduction with client testimony.
