• US$400

• 119 designs

• 28 designers

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Logo Design Brief

Develop a clean brand for this established wealth management company. We are based on Boulder, colorado however clients are throughout the country. Peak is the key word in the brand with Asset Management appearing under it. With support icon that represents a peak, but looking for contemporary not the obvious.

DESIGN Should be - Clean in the Blue or Green spectrum with a clean icon see attached for directive, these are all in the ball park of what we want to see. I also like the three diminutional angle of file called favorite.

When clients work with us they feel that they can trust us, that we are competent and have the necessary knowledge, have their best interest in mind and we are responsive to their needs and requests.

Values: Integrity, Trust, Respect, Client-centric, Learning, educating, advocating Integrity, trust, honesty, knowledge/experience, empathetic,
discipline, motivated for success, responsive.

All fonts used should be web safe if possible and or open type fonts, as we will use support fonts as we build on the logo.

Number of major competitor groups.
National Brokerages - There are the large financial firms like Merrill Lynch, Morgan Stanley, and UBS.
Independent broker - dealers like LPL and Royal Alliance. The independent broker dealer world includes many brokers that started at Merrill Lynch Morgan Stanley and left because they wanted to have more control over their future.
Banks and bank trust departments – Wells Fargo Trust
Financial planners, family offices, some accounting firms
Finally, other fee-only registered investment advisers like us.

Local examples include – Crestone capital (they are bigger and have a much higher minimum) www.crestonecap.com, Sargent Bickham www.sblfinancial.com, www.atlascapitalmgt.com, www.northstarinvest.com, etc.

Target Market(s)

Ideal Client – Over $1,000,000 in investable assets available to Peak or the potential to have that in 2 years or less. A client that is serious about their financial future, able to live off of income and is not drawing down principle (or much principle). They have a long-term perspective and understand that volatility will occur in the market. We like to be the CFO of our client’s financial lives - help to simplify their financial lives and to facilitate for various financial needs (such as a CPA, Estate Attorney, Trust services, etc). Finally, we work with people that we like – similar values, philosophies and interests.

Our current client’s average between 50 and 60 years old. Most of them are at or near retirement. We have some younger clients with under $1MM, and we have accounts up to $30MM. Clients who do not understand the value that we bring to the table usually leave very quickly. This makes the clients that stay very loyal. Joe: I was talking to another advisor the other day and he said what we do is very simple yet very hard. The strategy is simple, but having the discipline to stick with it is very hard. Or maybe I should say hard some of the time. As I mentioned most of our clients come from personal relationships and referrals from existing clients.
We have clients all over the US and they are linked up with us for any number of reasons, but not because of our marketing efforts.

Industry/Entity Type

Asset Management

Logo Text

"Peak " is prominent then "asset management is under it.

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Look and feel

Each slider illustrates characteristics of the customer's brand and the style your logo design should communicate.

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Requirements

Should not have

• obscure font, we want ready available google font and or font we can access without added expense, we have 25,000 font plus all google fonts.

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Files

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