Financial Advisor Graphic to Explain Proprietary and Differentiating Investment Strategy
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This customer received 23 graphic designs from 8 designers. They chose this graphic design from Mila@CreativeMotions.com as the winning design.
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We need a graphic that visualizes how we build a portfolio based on factors of the underlying companies. We use 8 main factors to objectively build an investment porftolio. Our colors are blues, greys (see www.ccmrusa.com). We are thinking either a venn diagram approach or an atom approach with the factors around the middle "Core Portfolio". This is what differentiates us from everyone in the industry. This will be the key to all of our marketing
Target Market(s)
High net worth investors
Industry/Entity Type
Financial Service
Font styles to use
Serif
Look and feel
Each slider illustrates characteristics of the customer's brand and the style your logo design should communicate.
Elegant
Bold
Playful
Serious
Traditional
Modern
Personable
Professional
Feminine
Masculine
Colorful
Conservative
Economical
Upmarket
Requirements
Must have
- Graphic must be elegant. It is for the financial industry. It should include the following factors (in no order) to build a "Core Portfolio"
- -Counter Cyclical Industries
- -Industry Rate of Recovery
- -Price To Book
- -Absolute Risk
- -Market Capitalization
- -Liquidity
- -Dividend Yield
- -Buy Back Yield
Nice to have
- We are thinking an atom approach or a venn diagram but we are open to new ideas. It must portray the idea that we OBJECTIVELY apply these factors to stock selection to build a core portfolio for our investors. For color pallets see www.ccmrusa.com It can go beyond the greys and blues but should not be too loud or playful. It can be high tech as long as it portrays seriousness of the financial markets
Should not have
- Can not be playful.
Payments
1st place
US$140
2nd place
US$100
Participation payments x 3
US$40