Chart
Solutions

Choose from 100+ professionally produced, privately branded charts covering asset allocation, markets, and economic insights.

ALL AVAILABLE CHARTS

Why Advisors Use Them

- Reinforce credibility and consistency

- Elevate the client experience

- Make complex market concepts easy to explain

- Extend your brand beyond the screen

Custom Branding Options Include

- Firm logo and color palette

- Custom footer or disclosure language

- Format and sizing options by use case

Our extensive chart library features 100+ professionally designed charts covering key investment and economic topics, including asset allocation frameworks, asset class risk and return relationships, historical market performance, and major economic indicators. These charts are developed to help advisors and institutions communicate complex investment concepts clearly and consistently with clients. Whether used in presentations, client meetings, or office displays, the CMA chart series provides a trusted visual foundation for informed portfolio conversations.

Privately Branded Chart Pads

Perfect for Client meetings, investment committees, educational sessions

- Tear-off pads with your firm’s logo and contact information

- Consistent, high-quality charts to convey important market concepts

- Perfect for walking clients through market narratives

- Leaves clients with something tangible after the meeting

Premium Card Stock Charts

Perfect for client meetings, committee binders, formal presentations

- Heavyweight card stock for durability and polish

- Clean, professional presentation for high-stakes conversations

- Custom branding options available

- Designed to stand alone or complement pitch books