The company provides customized investment guidance to their client base. They do this in a number of ways including guide books, online tools and presentations. Gray & Company requested my services to help design a newsletter from information they were using in their presentations.
There were two main goals to this project. The first was to provide more information to more people by creating multiple documents rather than a single presentation. In addition, the newsletter needed to have a professional but fresh look. The approach ended up being used in a number of other ways for the company