I will design or redesign investor and wealth management brochures
Level 2
Informazioni su questo servizio
I create high-stakes financial materials for fund managers, RIAs, allocators, and investment sales professionals across major U.S. markets, designed for clarity, credibility, and effective decision-making. Not just decoration.
What I produce:
* Investor reports and quarterly updates
* Fund overviews and factsheets
* Pitch decks and capital raise materials
* DDQ and due diligence document formatting
* Marketing one-pagers and tear sheets
How I operate:
I craft solutions based on your actual content, not stock templates with placeholder numbers. Every layout centers on the data, language, and structure your audience expects. NDA-friendly and adept with sensitive financial information.
If your firm is doing serious work, your materials should reflect it before a single call is booked.
Preferenza per lo stile di consegna
Informa il freelance di eventuali preferenze o preoccupazioni relative all'uso di strumenti di IA nel completamento e/o nella consegna dell'ordine.
Scopri di più su Deryck X
Investor Publications Designer
Level 2
- DaStati Uniti
- Membro dadic 2014
- Tempo di risposta medio1 ora
- Ultima consegna5 giorni
Lingue
Inglese
Il mio portfolio
FAQ
What types of firms do you work with?
Wealth managers, asset management firms, investment advisors, private equity funds, and real estate investment firms. Most clients are founder-led or boutique firms that produce investor-facing materials regularly.
Do you have experience designing for institutional finance?
Yes. I've designed recurring investor publications for a leading institutional finance firm serving fund managers, RIAs, and allocators across major U.S. markets.
Can you work within our existing brand guidelines?
Yes. Share your brand guide when we get started, and I'll follow your firm's typography, colors, and layout standards throughout.
What do you need from me to get started?
Text content, logo files, data or charts, and brand guidelines, if available. Organized content upfront means faster turnaround.
Can you design charts and financial data visuals?
Yes. Pie charts, data tables, allocation breakdowns, and performance summaries. Each package includes a set number. Additional charts available as a gig extra at $100 each.
What file formats do you deliver?
Print-ready PDF on all tiers. Source files in Adobe InDesign are included in Standard and Premium, available as an add-on for Basic.
Can our team make edits after delivery?
Yes. Edits to source files require Adobe InDesign, part of an Adobe Creative Cloud subscription. If your team doesn't have InDesign, revisions can be requested directly through me.
What counts as a revision?
One round of consolidated feedback applied to the document. Please gather all notes into a single document before submitting. Multiple separate rounds count as multiple revisions.
Can you accommodate rush deadlines?
Yes. Express delivery is available as a gig extra at each tier. For urgent deadlines outside those options, message me before ordering.
Do you offer retainer arrangements for recurring publications?
Yes. For quarterly reports or recurring publications, I offer retainer arrangements with priority scheduling and consistent turnaround. Message me to discuss.

