Investment Management Client Email Template

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We need an email template to send out monthly returns of our investment strategies to all clients as well as quarterly investment letters. We want to see an elegant somewhat simple design (not overly graphic) that portrays exclusivity, experience, expertise. Nothing playful or too high tech. Our clients are often high net worth middle age or older. We have also won several awards which are included in the attachments along with our logo. We will want to email a letter as the body or a chart. We should have room for a disclaimer at the bottom. The attachments can be used in the design of the graphics.
Objetivo del mercado(s)
high net worth clientelle
Tipo de industria / entidad
Financial Planning
Mira y siente
Cada control deslizante ilustra las características de la marca del cliente y el estilo que debe comunicar el diseño de tu logotipo.
Elegante
Atrevido
Juguetón
Serio
Tradicional
Moderno
Atractivo
Profesional
Femenino
Masculino
Vistoso
Conservador
Económico
De Alta Gama
Requisitos
Debes tener
- a clean elegant design with the majority of the body being a chart or text as in a letter. use the colors of the logo - blues, grays blacks. Design must look good in outlook or on an iPhone.
- There should be a space for text as the body, a disclaimer at the bottom and an address at the bottom.
No debería tener
- Overly graphic. Highlight should be the chart (table) or text. Graphics should make the template look professional but not overly busy.