The WealthPlan LLC Asset Classes

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This customer received 42 graphic designs from 7 designers. They chose this graphic design from HG.Designs as the winning design.

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Graphic Design Brief

I'm looking for for two designs here to go into powerpoint and potentially as a standalone PDF. My company does wealth management.

Graphic Image #1
I break down the investment world into 4 broad categories
-Preservation
-Capital Markets
-Real Estate
-Alternatives

In each broad category, there are subcategories:
Preservation: cash, checking/savings accounts, money market accounts, CD's, and fixed annuities.

Capital Markets: Publicly traded stocks and bonds
Real Estate: single-family residence, retail, industrial, multifamily, and office
Alternatives: private equity, private credit, cryptocurrency, asset-backed loans, tax liens, oil & gas, litigation finance, and royalties

Graphic 2: Please see the bottom f page 1 of the Blueprint Presentations PDF.
Just like in graphic one, you have 4 categories of the Capital Markets and their respective subcategories

Category 1: Domestic Stocks: Subcategories are Large, mid, and small size companies
Category 2: International Stocks: Subcategories are Large, Mid/Small and by region - Developed and Emerging
Category 3: Fixed Income: You have subcategories like corporate, municipal, government, domestic, international
Category 4: Alternatives: The subcategories are metals and real estate

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I'm looking to create a graphic (either pie chart, or a circle broken into parts or some other clever way to illustrate this) to clearly illustrate both of these universes in a clean, professional, slick manner.

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Target Market(s)

Investors


Font styles to use
Serif

Colors

Designer to choose colors to be used in the design.


Look and feel

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Requirements
Must have
  • Clean
  • professional
  • Easy to read
  • Creative
  • Visually appealling
Nice to have
  • I have attached my logo and some marketing materials so you can get a feel of what I am doing. Maybe you can clean this up too!

Files
Download all files - 0.6 MB
JPG
Logo - Larger.jpg
Sunday, February 2, 2020
PNG
Logo - Smaller.png
Sunday, February 2, 2020
Payments
1st place
US$210
Total
US$210

Project Deadline
19 Feb 2020 16:34:10 UTC
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