01Overview

WERZ produced an executive profile video for Shirley at Portfolio Advisors, part of the firm's team profile series used in LP materials and the website refresh following their 2023 merger with FS Investments. Each profile captures the executive's background, investment philosophy, and role within the $75B+ AUM platform.

02About the Client

Employee-owned alternative investment firm. $75B+ AUM.

Portadvisors ↗

From the film

03Production Breakdown

This shirley — executive profile work is part of WERZ's collaboration with Portfolio Advisors in Fresno, focused on trust, leadership visibility, and client-facing credibility. The film is profile-led, designed to build trust through leadership presence and human introduction. Portfolio Advisors is an independent financial advisory firm in Fresno, California, focused on fiduciary investment guidance and planning for busy professionals, people nearing retirement, and retirees.

Profile-led audio for Portfolio Advisors centered on a featured speaker introducing their role, perspective, and trust-building context. And the things that I look for, which I have found with Portfolio Advisors, is I want people I deal with, you know, I want them to be able to communicate, I want that articulation. But I think just as important is dealing with people who care.

Deliverables

profile filmexecutive profile filmwebsite profile videobusiness development asset

Production

interview productionportrait lightingbrand-compliant graphicsexecutive directionwebsite video editorial

Visual style

portrait framingoffice interiorsbrand-compliant lower thirdsprofessional wardrobesoft background depthtrust-building b-roll

Why it works

Shows WERZ can make leadership content for Portfolio Advisors feel human and credible rather than stiff.
Demonstrates portrait-led storytelling that supports websites, presentations, and relationship marketing.
Useful proof for executive profiles, founder videos, and professional-services branding.

Featured voices

ShirleyExecutive or advisor featured in Portfolio Advisors's profile-driven communications.

Key shots

Shot 1 · portrait openerThe film opens by introducing Shirley with steady, trust-building portrait framing.

Shot 2 · professional contextSupporting office or environmental coverage situates the person in a real advisory or client-service setting.

Shot 3 · values and role beatThe middle of the piece reinforces expertise, role, and approachability rather than pushing aggressive sales language.

Shot 4 · team or service contextAdditional supporting visuals tie the profile back to the firm's brand and client relationships.

Shot 5 · brand closeThe piece resolves with a clear Portfolio Advisors brand beat or title treatment that consolidates the story into a usable marketing finish.

Audio / dialogue

And the things that I look for, which I have found with Portfolio Advisors, is I want people I deal with, you know, I want them to be able to communicate, I want that articulation. But I think just as important is dealing with people who care. You know, that first meeting of Portfolio Advisors, I had no idea what I was going to be doing, but I felt comfortable that they wanted to do something that was going to be good for me.

On-screen text

Portfolio AdvisorsShirley — Executive ProfileShirley

Full transcript

And the things that I look for, which I have found with Portfolio Advisors, is I want people I deal with, you know, I want them to be able to communicate, I want that articulation. But I think just as important is dealing with people who care. You know, that first meeting of Portfolio Advisors, I had no idea what I was going to be doing, but I felt comfortable that they wanted to do something that was going to be good for me.

Let’s make something.