Our company has a variety of portfolios tailored for individuals and companies. These portfolios range from portfolio maximization to optimization depending on the clients needs. L & Z stands for Li and Zhang the last names of both partners in the business. We got into this business because of the recent financial instabilities that we have witnessed throughout the years. Also being victims to bigger investment companies using our personal portfolios to protect their own assets. We started with a thought to create a new playing field by using education rather than observation of the market to manage portfolios, optimizing clienteles returns while minimizing risks. We are simplifying the financial market by making it transparent, unlike the traditional financial market where it is thought to be exclusive only catered to the wealthy.
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Target audience are individuals and companies (ranging from 25-100 employees) that require protection for their assets, their retirement, and ultimately themselves. Because of our ability to offer a variety of investment vehicles we can separate our clients based on their income. With the lower market range we can offer vehicles that are more affordable and have a higher return rate than banks, and minimal to no risk. For the middle market we can offer more stable growth vehicles that guarantees returns for a certain period of time. And for the upper market we can offer estate planning, trust creation, and so forth. As for companies we help setup and implement 401k, and pension plans.
Simple, professional, and catch the eye easily. The logo does not need to be fancy just clean, and eloquent. Should not be very colorful, but be creative when coming up with a financial professional theme that has not been used yet. Please use different colors to mix and match, but this is for a financial company so nothing to crazy and elaborate. . Ideally the business card will be printed on some paper that is thick and has some textured feel to it so keep that in mind when creating the design. Also no glossy effect please. After a entry for double sided came in, we saw that it looked pretty good, so please submit single or double sided entries.
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