Logo Design Contest brief for My Robo Advisor

Company or website name

My Robo Advisor

Slogan or Tagline

Committed to building your sustainable wealth

Describe your company and organization and target audience

My Robo Adviser is a new, online investment service that allows individual investors to log on, input some basic information about their financial status (income, net worth, goals, etc.) and take a risk questionnaire. From the information provided by the customer, the platform creates a globally-diversified investment solution based on the Endowment Investment Philosophy™. The target audience for this service is millennials and other investors that interact with the world through a digital environment and are comfortable conducting their personal business online or through mobile apps. My Robo Adviser seeks to target a more sophisticated and affluent individual, rather than a novice or beginner. My Robo Adviser is a subsidiary of ETF Model Solutions, an affiliate of Endowment Wealth Management. Our existing corporate footprint serves high net worth investors, retirement plans, institutions and foundations based upon the application of the Endowment Investment Philosophy®, which incorporates alternative investments into globally diversified portfolios of equity and fixed income investments. My Robo Adviser is intended as a “direct to consumer” version of our existing service channels. Our firm views alternative investments as an third major, important asset category that offers risk-management and other benefits to investment portfolios. Because we add this third major asset class, we refer to our portfolios as “three dimensional”, as opposed to more traditional “two-dimensional” portfolios that hold only stocks and bonds. It is our belief that this third dimension helps investors reduce portfolio volatility, reduce risk, improve diversification, reduce interest rate risk, and enhance overall returns. The Endowment style of investing is based upon the method that most major universities use to invest their endowment funds. David Swenson, chief investment officer of Yale University is considered the pioneer of this investment strategy. You can view the logos for each company, as well as background on the Endowment Investment Philosophy at the existing firms’ current websites: ETFModelSolutions.com and EndowmentWM.com

The design should have the following

We would like the logo to convey the “three dimensional” aspect of our investment philosophy, as we see this as a differentiator for our service when compared to other robo-Advisery services currently in the marketplace. In addition, we are seeking a design that conveys the following qualities that our service represents: professionalism, class, success, self-motivation, empowerment, confidence, simplicity, efficiency, worry-free. We would like the colors of the logo to be compatible with the logos/colors of our two existing businesses- ETF Model Solutions (Blue, Black, Grey/Silver) and, Endowment Wealth Management (Gold, Black, Grey/Silver)

This logo will be used for

Online (Website, facebook etc.)
Print (business cards, letterheads, brochures etc.)

This design should not have this in the entries

We would like our slogan to be incorporated, but it is not necessary and we will consider entries with or without the slogan.