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Book Info

Author's Name

Greg Phelps, CFP, CLU, AIF, AAMS


There are tens of thousands of mutual funds and ETF's to choose from. There are limitless trading and investing strategies, and unfortunately no shortage of bad financial advice in the media. Portfolio Architect will educate the average investor on the 5 most critical aspects of investing, and teach them how to design, build, implement and monitor their own investment portfolio the same way the worlds largest institutions and professional investors do with simple to understand concepts, processes and practices.

Size Info

Trim size: 6" x 9",
Page count: 215,
Interior type: Black and White,
Page color: Cream,
Spine width: 0.538"

Target Audience

Who are your readers?

Anyone who invests or wants to become an investor from age 25 to 75. Generally these will be people interested in money and financial planning.

What 3 things would you like to communicate to your readers with this design?

Portfolio Architect - the name itself - connotes a building and design process just as an architect does for an architecture project. The cover should do the same, it should emphasize that within the pages contains the building blocks and processes for the reader to create their own investment portfolio from initial educational information through the design, construction implementation and monitoring processes.

Style and Content

What colors do you want to see in your design?

I'm really open to this - I don't know what colors connote the architectural principles that the book's title is based on, but I'm guessing blues and blacks like a blueprint for starters. That's just my thoughts, and I'm very open to good ideas.

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


Describe the style(s) you like (traditional, modern, etc.)

The style should be professional and geared towards an investor who's intelligent yet needs help.

What content must be included in your design?

None - I'm open to this, but once again I assume the content should be focused around the name and the process of building a portfolio like an architect would design a house.



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