The WealthPlan LLC Asset Classes

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Grafik-Design Kurzbeschreibung

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.

Info-Symbol
Aktualisierungen

Low designer entries

Gathering more feedback

Zielmarkt/( -märkte)

Investors


Zu verwendende Schriftarten
Serife

Farben

Der Designer kann die Farben des Designs frei wählen


Sehen und fühlen

Jeder Schieber zeichnet eine der Charakteristiken der Marke des Kunden aus sowie den Stil, den euer Logo widerspiegeln sollte.

Elegant
Fett
Spielerisch
Ernst
Traditionel
Modern
Sympatisch
Professionell
Feminin
Männlich
Bunt
Konservativ
Wirtschaftlich
Gehobenes

Anforderungen
Muss haben
  • Clean
  • professional
  • Easy to read
  • Creative
  • Visually appealling
Schön zu haben
  • 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!

Dateien
Alle Dateien herunterladen - 0,6 MB
JPG
Logo - Larger.jpg
Sonntag, 2. Februar 2020
PNG
Logo - Smaller.png
Sonntag, 2. Februar 2020
Zahlungen
1. Platz
US$210
Gesamt
US$210

Projekt-Deadline
19 Feb 2020 16:34:10 UTC
Language

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