Investment Management Client Email Template

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This customer received 35 email marketing designs from 2 designers. They chose this email marketing design from Sarina.dsg as the winning design.
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Email Marketing Design Brief
We need an email template to send out monthly returns of our investment strategies to all clients as well as quarterly investment letters. We want to see an elegant somewhat simple design (not overly graphic) that portrays exclusivity, experience, expertise. Nothing playful or too high tech. Our clients are often high net worth middle age or older. We have also won several awards which are included in the attachments along with our logo. We will want to email a letter as the body or a chart. We should have room for a disclaimer at the bottom. The attachments can be used in the design of the graphics.
Target Market(s)
high net worth clientelle
Industry/Entity Type
Financial Planning
Look and feel
Each slider illustrates characteristics of the customer's brand and the style your logo design should communicate.
Elegant
Bold
Playful
Serious
Traditional
Modern
Personable
Professional
Feminine
Masculine
Colorful
Conservative
Economical
Upmarket
Requirements
Must have
- a clean elegant design with the majority of the body being a chart or text as in a letter. use the colors of the logo - blues, grays blacks. Design must look good in outlook or on an iPhone.
- There should be a space for text as the body, a disclaimer at the bottom and an address at the bottom.
Should not have
- Overly graphic. Highlight should be the chart (table) or text. Graphics should make the template look professional but not overly busy.