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Amaranth Partners, Garnet Holdings, Bluestar Investments Stephanie Spano

Amaranth Partners, Garnet Holdings, Bluestar Investments

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Amaranth Partners, Garnet Holdings, Bluestar Investments. Stephanie Spano. Goals and Values Research. Investment Firm for financially secure retirees. Mission Statement - PowerPoint PPT Presentation

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Page 1: Amaranth Partners, Garnet Holdings, Bluestar Investments

Amaranth Partners, Garnet Holdings, Bluestar Investments

Stephanie Spano

Page 2: Amaranth Partners, Garnet Holdings, Bluestar Investments

Goals and Values Research

Page 3: Amaranth Partners, Garnet Holdings, Bluestar Investments

Investment Firm for financially secure retirees

Company HistoryOur company is a privately owned firm in Philadelphia , Pennsylvania. We have been serving our clients for over forty years. Our financial advisors are extremely qualified . During the hiring process our financial advisors must have at least 15 years experience in the business. We have been ranked one of the best companies to work for by FORTUNE Magazine.

Mission StatementAt Amaranth Partners we strive to create a trusting relationship

with our clients. Our clients have built a financially secure lifestyle for themselves. We are here to help our clients define their goals and make steady progress towards them in time. Our financial advisors work with our clients to develop appropriate strategies to whatever the clients goals may be.

Page 4: Amaranth Partners, Garnet Holdings, Bluestar Investments

Investment firm for young professionalsMission StatementOur company strives to advise young professionals on lifes tough

financial decisions. We are here to ensure that our clients build a successful financial future. Being passionate about each and every one of our clients is a top priority. Whether it's paying off student loans, deciding what career related investments are necessary, or coming up with a strategy for your money, we will be there for our clients every step of the way.Company History

Our company is a privately owned firm in Philadelphia , Pennsylvania. We were established over fifty years ago. Our company values are based on the fact that the young are our future. We have 35 offices located in the Philadelphia and are constantly expanding.

Page 5: Amaranth Partners, Garnet Holdings, Bluestar Investments

Musical Group

Our Musical group is an alternative/indie. We are signed to an independent label which gives us more creative freedom, which is crucial. We want to write music that we would like to listen to and hope that our listeners feel the same way. Our band was formed about fifteen years ago when we were still in high school and our style has changed for the better as we become more knowledgeable. We fully enjoy every bit of what we create and we want that to be recognized in all the fun and effort that goes into creating our music.

About Us

Page 6: Amaranth Partners, Garnet Holdings, Bluestar Investments

Target Market

Page 7: Amaranth Partners, Garnet Holdings, Bluestar Investments

Investment firm for financially secure retireesAge:60-70Sex: male/femaleRace:caucationReligion: N/AOccupation: LawyerIncome: $174,823.00 per yearSetting:rural suburbanInterests: country club member, volunteer work,

surfing the internet, travel and leisure.

Page 8: Amaranth Partners, Garnet Holdings, Bluestar Investments

Investment firm for young professionalsAge:30-35Sex: male/femaleRace: N/AReligion: N/AOccupation: Family practice doctorIncome: $100,ooo.00Setting : UrbanInterests: Dinning, going on the internet, travel,

being with friends, work related seminars.

Page 9: Amaranth Partners, Garnet Holdings, Bluestar Investments

Music GroupAge:20-25Sex: female/maleRace: caucasian Religion:N/AOccupation: waiter/waitressIncome: $21,000.00Setting: UrbanInterests: being with friends, surfing the intenet,

going to concert/festivals.

Page 10: Amaranth Partners, Garnet Holdings, Bluestar Investments

Competitors

Page 11: Amaranth Partners, Garnet Holdings, Bluestar Investments

Investment Firms -Retirees

Page 12: Amaranth Partners, Garnet Holdings, Bluestar Investments

Music

Page 13: Amaranth Partners, Garnet Holdings, Bluestar Investments

Thumbnails

Page 14: Amaranth Partners, Garnet Holdings, Bluestar Investments

Amaranth Partners-Retirees

Page 15: Amaranth Partners, Garnet Holdings, Bluestar Investments

Bluestar Investments-young professionals

Page 16: Amaranth Partners, Garnet Holdings, Bluestar Investments

Garnet Holdings -Music group

Page 17: Amaranth Partners, Garnet Holdings, Bluestar Investments

Progress -Retirees