15 years of Investment experience and 19 years in the Financial Services Industry. We strive to provide the best service for the individual client, considering personal needs and goals.
Tell us a bit about who you are and the people you reach
Our clients are of all ages and races. They are concerned with protecting and growing their personal and business assets. They are planning for their future and their children's futures. They are well established investors who have a need for planning services as well as asset management.
I will attach our company logo. We will want to use the design you create on items such as coffee mugs, binders, pens, stationary, calendars, etc.
The design must appeal to upper middle class and above income brackets.
Design must be clean lines, professional, classy, no clutter.
Feel free to experiment with color so long as you maintain simplicity.