• Award$500
  • Entries53
  • Creatives11

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Business Info

Business Name

Portformulas

What do you do?

Formulaic Trending Money Manager & SEC Registered Investment Advisor

Target Audience

What is your industry?

Financial Services

Describe your audience

Our audience is Independent Financial Advisors. These people are highly educated, tech savvy, motivated and entrepreneurial.

What are the top 3 things you would like to communicate to your audience?

Modern, Professional yet not stuffy, Leading-Edge

Style and Concept

What styles do you like?

Modern, Web 2.0, easy to use, etc...

See our other company website at www.usafinancial.net for the overall look of the parent company.

What colors do you like or hate?

We need to keep the logo and the header graphic (See attached), which has green.

We are open to suggestions on everything but the header graphic.

Any other additional info? (optional)

Formulaic Investing is a mechanically managed approach that provides transparency of automated, step-by-step, investment strategy qualification criteria. We generally refer to this activity as Formulaic Investing using a Portformula Investment Strategy.

The qualification criteria eliminate human emotion from the stock selection process and become the strict quantitative methodology and model for investing within each investor selected Portformula. In other words, the Portformula will ultimately identify which holdings to own, how long to own them, and when to sell them. You can always identify exactly what holdings you own inside your Portformula Investment Strategy, unlike many traditional human money manager directed portfolios.

Each Portformula will only accept holdings that specifically meet the step-by-step qualification criteria & investment strategy. At certain times, it may be possible that no stocks will qualify, resulting temporarily in a full cash-position.

Materials

Contract
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