Creative Brief

Company or website name

Adirondack Retirement Strategies

Describe your company and organization and target audience

I am an Independent Investment Advisor, which puts me in the minority as a woman. My non-scientific research shows that within 155 miles, only approx. 16% of women hold this role. Approx. 15% of RIA firms have a woman owner or partner. As a complement and additional service for clients, I’m also a Certified Retirement Counselor. There are only 96 CRCs in all of NYS, and I am one of the 18% that are women. I want to attract women, while also not deterring men.
I am a small company and intend to stay small so I always know my clients’ personal situations and needs. I won’t ever hand off a portion of my clients’ servicing to any other company, individual, or automation. When changes to laws or industry impacts a client or clients, I want to continue to have the knowledge and time to reach out to those individual clients, because I know them so well, to give them the ability to shift or adjust based on those changes. If I sense I’m nearing the point where I might not be able to do that, I will either stop taking new clients or partner with another like-minded woman to continue the same philosophy within the firm. “Small” does not equate to lack of professionalism, knowledge, or ability.

I manage my clients’ money with the same attention and concern that I do my own. I am cautious but take appropriate risk to maximize long-term return. Attention to detail is critical to me and therefore I take the utmost care with my clients’ money and their financial well-being.

The design should have the following

Do you have any specific images or icons in mind that you would like to see incorporated into your logo?
Adirondack Mountains/Lakes/Brooks/Adirondack trees

Likes San Serif and Cursive font

* I have additional files I can send with notes when started. Logos that are liked...

This logo will be used for

• Online (Website, facebook etc.)
• Print (business cards, letterheads, brochures etc.)
• Merchandise (mugs, t-shirts etc.)

This design should not have this in the entries

Avoid – red, yellow, orange

Colors to use in the design

Purple (shows strength and confidence; not gender specific)
Green (reflects the image of the Adirondacks and when people think of money)
Blue (like the color blue you have on your website – it’s calming and inviting to women; slate blue in a silhouette image is modern and confident)
White (like the contrast and shows two sides/focuses/target audiences)
Dark gray (possibly for the font – don’t want black)
Avoid – red, yellow, orange

Briefly describe your contest

Retirement Company Logo