Sales Sheets

ETF Fact Sheets

PowerPoint Presentation

Portfolio Fact Sheet

Model Portfolio

ETF Quarterly Newsletters

Innovative Portfolios

Portfolio Fact Sheets & Presentations

I designed portfolio fact sheets and presentation materials for Innovative Portfolios across their full range of fund offerings. The work involved organizing complex data, charts, tables, and disclosure-heavy content into clear, easy-to-navigate layouts. The goal was to elevate traditionally dense financial materials, creating a modern, eye-catching presentation system that stands out while remaining accurate, compliant, and investor-friendly.