Statement of Investor Rights Website

The Statement of Investor Rights (SIR) was developed by CFA Institute to advise buyers of financial service products of the conduct they are entitled to expect from financial service providers. The one page website was set up specifically for investors to share the Statement with their financial professionals, whether they are establishing an investment plan, working with a broker, opening a bank account, or buying a home.

The SIR website was created in close partnership with an outside design firm. I was able to help direct the project from initial concepts to completion. The site was marketed with HTML emails and a big social media push.

  • Date: 09/01/2014
  • Categories: Art Direction, Branding, UX, UI, and Web
  • Client: CFA Institute