Logo for Rethink Wealth Advisors LLC

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Resumen de Diseño de Logo

Rethink Wealth Advisors LLC is a new company that will offer investment management and advice for clients seeking insurance, stocks, and bonds. This will be a separate business but will work closely with my estate planning law practice. Clients will likely be individuals, but may be companies with employee investment plans.

There are thousands of companies that offer this service that are called "Registered Investment Advisors" or "RIAs". Most offer a broad number of investment and insurance strategies to (appear) to offer a customized product designed specifically for the client. My background is 20 years on Wall Street, half as an investment banker and half as a partner in a hedge fund. I know most of these "customized" strategies in fact rip off the clients. 99% of the population needs basic access to stock and bond and insurance products. The goal of our company will be to offer this to customers in the most efficient means possible with existing technology, and as financial technology evolves we will adapt our strategies for clients. Investors who look for lowest fees in their financial products are looking for "cheap." We may offer value but we do not want our logo to convey "cheap." By "efficient," we mean we offer clients low fee financial/insurance products that are optimized for diversification, minimize volatility, and maximize risk-adjusted returns. Our business offers the most "efficient" investing and insurance access to customers. We believe the savings in manager fees offers the best long-term option to create wealth for clients who require a financial advisor.

Objetivo del mercado(s)

(1) Educated Middle-Income to Upper-Middle Income; (2) Professionals; (3) Self-employed working class and small business owners.

Tipo de industria / entidad

Financial Planning

Texto del logo

"ReThink Wealth Advisors LLC, a Registered Investment Advisor" - with the text after the comma being substantially smaller font integrated into the logo


Estilos de logo de interés
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Requisitos
Debes tener
  • I am a former investment banker and am now an attorney. My other businesses do not advertise and rely solely on word-of-mouth referrals. I think I would prefer the Rethink logo to be professional with clean lines and not cartoonish and "loud" (e.g. not like the GoDaddy "head" logo). My law firm's website is www.glawusa.com. It is very simple and currently under construction, but it does convey the sense of simplicity and reserved professionalism I wish to evoke.

Archivos
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Pagos
1er lugar
US$150
Total
US$150

Fecha límite del proyecto
17 mar. 2017 19:10:45 UTC
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