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Business Info

Business Name

White Horse Advisors, LLC

What do you do?

One of the two distinct markets White Horse Advisors serves is retirement plan committees. Our retirement product (or process) is called CoVerity. Through the CoVerity program, we help guide clients through the maze of investment options, fee disclosure, plan design considerations, participant education, administrative architecture and vendor resources.

How many pages of print design do you need?

One page

List the size requirement(s) for your print design

6.50" x 9.50"

The graphic is pretty much going to be a stand alone one page graphic.

Target Audience

What is your industry?

Financial

Describe the target audience for your print design

Target audience is plan sponsors and committe members of medium to large sized companies of various business industries.

What 3 things would you like to communicate to your audience through your print design?

1. The annual timeline of our services- broken into five meetings (one annual strategy meeting, and one meeting per quarter.
2. It is a annual circular cylce.
3. What is covered in each of those meetings- based on each quarter. (see in uplaoded file content)

Style and Concept

What print design styles do you like?

Clean, business professional, no clutter, easy to follow/understand

What colors do you want to see in your print design?

We're are not limited to colors in our style guide (see attached file), however something that compliments them. The background needs to remain white.

What colors do you NOT want to see in your print design?

No neon, please

What adjectives should best describe your print design?

Clean, simple, business professional, no clutter, easy to follow/understand

How will you use the print design?

The illiustration is a stand alone client deliverable and has potenial to be included on our website.

What content must be included in the print design?

Please see attached Client Service Model for a hypothetical sketch and content that needs to be present on graphic
Also see attached a page from our style guide that includes our company colors. Again, we are not limited at all to these colors, but it gives an idea as to muted tones.

Materials

Contract
Files

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