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Neumann Capital Management

Neumann Capital Management, a wealth management firm, is ranked among top firms in the nation for the last seven years by Wealth Manager Magazine. Neumann Capital provides their clients with a fully integrated approach to investment management and financial planning.

Challenge:
Neumann Capital Management requested a perfect gift for their clients that would promote their interest as an eco-conscious company. Ideally, they determined that sending trees to clients would convey the “environmental awareness� message. In addition, Neumann also wanted to add a personalized gift note for each recipient.

Solution:
Eastern Leaf has partnered with the National Forest Foundation, a non-profit organization which saves the environment through planting trees, by pledging to give back 5% of proceeds from certain products for this cause. The variety of products within this category made Eastern Leaf the perfect choice for selecting a gift. Since the goals of the gifts were to promote Neumann Capital Management as an environmentally conscious and socially responsible company, picking the money tree plant would have an added bonus by contributing to the National Forests Foundation. Along with the tree, clients also received an explanatory note indicating their contribution to NFF and how the gift has benefited the environment. A personalized message card was also included with each gift.

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For inquires please contact us at 888-684-8377
or sales@easternleaf.com

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