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LET ME TELL YOU ABOUT US:

Portformulas manages quantitative mechanical methodologies and models for investors, operating pursuant to Limited Discretionary Authority engaging solely in the implementation of one or more step-by-step investment strategy qualification criteria and account rebalancing as indicated and selected by each investor. We generally refer to this activity as a Portformula Investment Strategy.

To read more about us and to see our website for the look and colors presently used - please visit www.Portformulas.com

HERE IS WHAT WE NEED:

Attached is a rough version of a company and product brochure for our company "Portformulas" - we are trying to generate a basic company brochure in which a prospect can receive from one of our solicitors about a product and company they represent call Portformulas. This brochure as it stands was done in a very rough format but shows a good potential layout. We will need to include a disclosure (Legalese if you will) to the back page which I will include the wording needed there in a work document in this file. I would like the front to kinda match or marry up to (if you will) the look of our website. I will also include the current logo for you to use as well.

My guess would be we will still need to update the wording in this as it is not the final wording, but this should be enough to get the project rolling and you should be able to make a basic template from this. My guess would be you would use Illistrator or Indezyn for this project - this submission was in page make as the person who made this was not a designer and this was all they had - which as mentioned above - give a good starting point.

OUR TARGET AUDIENCE IS:

People who want to invest in a unique type of investment vehicle that takes the human error and emotion out of stock and investment selection. This type of investment is propietary and is only available through a very select group of qualified financial professionals. This type of investment would replace or could be an addition to the traditional "Mutual Fund" investment. This unique stock selection involves very strict critera that is put into a formula to have an electronic selection of stocks, bonds or money market accounts. This investment offers a free add on feature called Recession and Market (called: RAM) Allocation Management that also looks at certain indicators in the market to determine if it should have its money invested or not invested in the market. If it finds the indicator shows to be out of the market then the funds will be invested into either a mutual fund account of a Bond ETF. In 2008 when the rest of the world (I am just saying this as a reference as we could not say in a brochure this way) lost anywhere from 30% or greater in the stock market our accounts with RAM only suffered a .75% loss. So great feature to have for or on your investments. A minimun investment of $35,000 is needed for a start up.

WE LIKE THESE DESIGNS:

Really open here - but would like it to fit into the look of our website - al teast for color and logo.

WE ABSOLUTELY MUST HAVE (or we don't want to see) THIS IN OUR DESIGN:

Our Logo

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