• Prospective Investors

• Existing Clients

• Financial Advisors

Core Concept: Create a visual identity that communicates trust through restraint, sophistication through simplicity, and competence through meticulous attention to detail.

Visual Principles:

• Clean, Professional Aesthetic: Refined layouts with generous space, sophisticated typography, and restrained color palette. Every element communicates "we take your financial future seriously."

• Consistent Brand Application: Same visual language, design patterns, and brand elements across website, brochures, social media, and video—creating recognizable, trustworthy presence regardless of touchpoint.

• Content-First Hierarchy: Design supports and elevates the content team's strategic messaging rather than competing with it. Clear typography, logical information architecture, and intuitive navigation let the investment story take center stage.

Key Sections:

• Homepage: Investment philosophy and firm overview establishing immediate credibility

• Investment Opportunities: Detailed presentations of current offerings (including Shady Grove)

About/Team: Leadership expertise and track record building trust

Design Decisions:

• Typography: Professional serif typefaces for body content (traditional, trustworthy) paired with clean sans-serif for headlines and navigation (modern, accessible)

• Color Palette: Sophisticated, restrained colors avoiding both aggressive "finance red" and generic "trust blue"—creating distinctive identity within professional parameters

• Photography Strategy: Real property photography and authentic team imagery (never generic stock photos)

• White Space: Generous spacing preventing cluttered feeling while guiding eye through content hierarchy

Wireframing Process (Figma): Developed comprehensive wireframes before visual design.

Created dedicated landing page for featured real estate investment opportunity with detailed property information, financial projections, location advantages, and clear calls-to-action for interested investors.

Strategic Purpose:

• Serve as destination for targeted marketing campaigns

• Provide shareable link for advisor referrals

• Offer comprehensive due diligence information in organized format

Design Focus:

• Clear property visualization through professional photography

• Financial data presented in scannable, digestible formats

• Location/market information supporting investment thesis

• Prominent but appropriate CTAs for inquiry and materials download

Designed high-quality printed brochure serving as physical brand representation for investor meetings, advisor referrals, and direct mail campaigns.

Design Considerations:

• Premium paper stock and printing quality matching digital professionalism

• Consistent visual language with website (typography, colors, layouts)

• Physical format optimized for easy handling and reference

• Content hierarchy allowing quick scanning or deep reading

Strategic Purpose: Physical materials signal investment in brand quality and provide tangible reference investors can review during decision-making process without screens.

Created social media design templates in Canva and asset library enabling consistent brand presence across LinkedIn, Facebook, and other platforms where investors and advisors engage with financial content.

Design System:

• Branded post templates for investment updates, market insights, company news

• Consistent visual treatment maintaining professionalism on casual platforms

• Scalable system allowing content team to create posts without designer involvement

Strategic Purpose: Maintain brand visibility and thought leadership positioning between major investor touchpoints, building familiarity and trust over time.

Designed two professional email template options in Mailchimp providing the client with flexible frameworks for ongoing investor communications.

Template Approach:

• Two distinct layout options allowing content variety while maintaining brand consistency

• Customizable headline areas for different communication purposes (investment alerts, market updates, firm news)

• Lorem ipsum placeholder text demonstrating content hierarchy and readability

• Modular structure enabling client to populate with specific messaging as needed

Design Decisions:

• Responsive layouts optimized for desktop and mobile email clients

• Consistent visual treatment matching web and print materials

• Clear typography hierarchy guiding readers through content

• Strategic white space preventing information overload

Strategic Purpose: Provided ready-to-use templates enabling the client to maintain professional, brand-consistent investor communications without requiring designer involvement for each send. Template options offer flexibility for different message types while ensuring visual cohesion across all touchpoints.

Designed visual treatment for video brochure—premium physical format featuring embedded screen playing promotional video content.

Design Integration:

• Physical packaging design matching overall brand system

• Video content visual treatment (titles, graphics, transitions) consistent with other materials

• Premium presentation format signaling investment quality and attention to detail

Strategic Purpose: Create memorable, distinctive touchpoint for high-value investor prospects and VIP referral sources, demonstrating commitment to exceptional presentation.