I run a stock picking service called Formula206 ([url removed, login to view]). I would like to offer my customers and prospects case studies for download. Attached are a couple of examples of ones from Charles Schwab. I would like some of these guidelines followed, but I do want a lighter feel to the information as most of my customers are casual to intermediate investors. The information needs to be presented in an easy to understand way. All of the data points in the Schwab case studies will not be used.
Also, I would prefer to have the deliverables in a template style as the information for each case study will change but the format shouldn't.
Please reach out to me if you would like any further clarifications before bidding. Thanks so much!