We are a small money manager based in Chicago, Illinois (USA). The firm is
responsible for investing the assets of wealthy families and institutional
funds (endowments, foundations, hospitals, and corporate pension funds).
Our clients entrust us to invest their money in the stock and bond markets,
mainly in the United States but also overseas. We have been doing this for
several years, although the main individuals involved have many decades of
experience at other firms.
Our firm is private and low-key, meaning that we do not advertise to the
general public. We are not stock brokers nor do we sell investment
products for commission. We gain clients through referrals from existing
clients or intermediaries (such as attorneys or accountants). Think of
private banking or wealth management in large banks.
The firms name, Advocate Asset Management LLC, is derived from its
philosophy of engaging clients in the spirit of full disclosure and the
highest ethical standards. To this end, the firm is totally independent of
all financial ties and all other financial organizations so as to serve the
sole interests of its clients without distractions that would compromise its
Objective of this Project .
We are looking for a new website that communicates information about our
firm. This project involves designing the look and feel of a first-level
(main) page, as well as a template for second-level pages. We prefer a
simple, crisp design that hopefully incorporates a sense of who we are.
We are looking for at least a few items to exist on the main page:
Also, some sort of eye-catching graphic (either constant or rotating among
We would prefer a crisp design, not too busy on the main page. It should
suggest some sort of trust between our clients and our firm, a sense of
respect and responsibility for what we do (see above description of what we
The new website is not meant to be interactive or sell a product. It is
communicate our current investment strategy,
allow existing clients to login to view their confidential information
(about their investments), and
Permit prospective clients to download some quarterly investment outlook
communications that we send out to our clients.
We want to convey to visitors that this is a serious, solid organization,
with a long track-record of relevant experience, and that we want to partner
with investors that do not want to be sold investment products.
Themes: Preferred and to be Avoided
We seem to be attracted to a nature theme flowers, prairies, landscapes,
etc. (because several of the employees just like nature). So, if you have
any ideas to incorporate these types of images that could work well.
Abstract images work fine also. You can see some of our existing office art
below under Photos to get a sense of what is hanging in our office now.
BUT, dont feel that you have to use this theme. If you like something else,
please use it.
We should note that we have some negative preferences in terms of themes; we
would prefer that there are no images or themes that have to do with money,
or stock charts, financials quotes, etc.
Current Web Site
Our current website is www.advocateam.com. Do not be constrained by the
existing web site design, logo or text on this website. Feel free to express
your ideas in whatever manner you think meets the objective of this creative
Our current logo is attached to this project (it is not the logo on the
current website). Note that we are not tied to this look. We just started
using this logo a few months ago as a departure from using the logo on our
current website. Feel free to suggest something else if you have a better
idea that works better with your design.
If you want to use the current logo, you can size it however you want.
Photos (existing office art)
Other websites that interest us
Other websites that have crisp, straightforward design (obviously, these
designs are the property of their owners, so do not copy them; they are for
A few other websites that are good but appear too crowded for our taste
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