01Overview
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.
03Production Breakdown
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.
Deliverables
- client testimonial commercial
- website trust video
- advisory promo spot
- campaign cutdown source
Production
- testimonial interview direction
- documentary-style b-roll
- client-location production
- finance-friendly legal finishing
- trust-building editorial
- brand-compliance supers
Visual Style
- brewery process imagery
- named testimonial lower-third
- family dinner table
- advisor meeting room
- clean 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 Smith
Sequoia Brewing Company owner providing the client-testimonial voice.
Key Shots
Shot 1 · industry-context opener
The 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 beat
A lower-third identifies Jeremy Smith and gives the film a direct, trustworthy client voice.
Shot 3 · family-life beat
Dinner-table family moments expand the story from business operations into the broader peace-of-mind benefit of trusted planning.
Shot 4 · advisor-meeting beat
Quiet conference-room scenes make the advisory relationship feel concrete and personal instead of abstract.
Shot 5 · brand-and-disclaimer close
The 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
+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!
