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Beck Bode Wealth Management
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Comptabilité et finance
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we are an wealth management firm. We manage investment portfolios (i.e. stocks) for individuals and company retirement plans.
Qu'est-ce qui vous inspire et comment imaginez-vous le design de votre entreprise?
This will be marketing material where we would like to 1) describe the investment strategy that we manage for our clients, 2) illustrate our performance numbers (in a simple way that average person can understand), and 3) include some information about our firm and our 2 managing partners.
This type of marketing material is common for mutual funds . . . but most that I have seen are not very consumer-friendly. They are too busy and confusing. I have attached some examples of what is our there in the industry. We want to make it easy for any reader to understand exactly what we do and how our portfolio has done, performance-wise. While we want to be different and creative versus the industry standard (very conservative / stuffy / hard to understand). However we also need to maintain the reputation of a top wealth management firm and not be perceived as "gimmicky" or over the top with our marketing material. I have also attached our new logo to be used.
Main goal of this piece: to clearly show / illustrate to investors that if they invested in this strategy from inception (supporting info attached)
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