The WealthPlan LLC Asset Classes
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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.
Aktualisierungen
Low designer entries
Gathering more feedback
Zielmarkt/( -märkte)
Investors
Zu verwendende Schriftarten
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!