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When Charles Schwab Investment Management's (CSIM) internal marketing team developed a new brand direction within the Charles Schwab master brand. They came to us to expand, refine, articulate and finally deploy the new brand across CSIM touchpoints. Using their work as a jumping off point we developed new color systems, photographic styles, custom logos, typographic treatments, layouts, layout grids, and information design that incorporated the new brand thinking while still fitting within the broader Schwab brand. In phase 2 we developed a new brand architecture, style guide and suite of templates to guide Schwab's in-house team and partner Agencies going forward.