Financial Services Slide Presentation

 

PROJECT: FINANCIAL SERVICES PRESENTATION DESIGN
CLIENT: THE UPLAND GROUP - SNOWDEN LANE PARTNERS

SP Studios was hired to design, edit, and produce a financial services presentation deck for Snowden Lane Partners’ The Upland Group, highlighting their Wealth Management and Investment Solutions services. The presentation was designed to introduce potential clients to Snowden Lane Partners ($13B AUM) and their wealth management platform and extensive capabilities in: equity research,  fiduciary retirement, portfolio construction, custody and trading, reporting, and their large network of professional services. The presentation also features The Upland Group – highly successful advisors with decades of experience formulating personalized, customized wealth management solutions for high net-worth clients.

Creative Direction, Design, and Production: Scott A. Park, Principal, SP Studios.

SERVICES PROVIDED:

  • Branding and Identity

  • Consultancy

  • Creative Concept

  • Digital Imaging

  • Graphic Design

  • Presentation Design

  • Information Graphics

  • Logo Design

  • Project Management

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