Phillips and Company

Phillips & Company

Business Strategy

Phillips & Company, a full-service wealth management firm, sought increased media coverage to build its client base in the greater Portland, Ore., metropolitan area. LANE established founder and CEO Tim Phillips as an expert with key local and trade media and gained further credibility for his expertise through third-party recognition.

A six-month, highly focused media campaign in the Portland market conveyed Mr. Phillips’s impressive wealth management and client service track record. In tandem, LANE launched an expert positioning campaign that focused on Mr. Phillips’ deep knowledge of behavioral economics that he applied to client investment strategies. Phillips & Company leveraged resulting media coverage and awards to attract new clients as well as provide existing clients with increased confidence in their choice of wealth manager.


LANE earned more than 17 million impressions in publications spanning the Chronicle of Phlianthropy, MSN Money, The Oregonian, Oregon Business Magazine, Private Wealth and the Portland Business Journal. In addition, LANE gained third-party validation of Mr. Phillips’s wealth management leadership with regional and national awards, reinforcing messaging centered on his experience and knowledge.

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