We like your ideas! For the one ranked
#2 and 3, we like the font a lot but would like to see some different variations of the brandmark. The font is perfect in all of those, but we like the circular of the first two best. The first is almost a little too spa like or similar to ATT - we need it to have a little more meaning to the financial industry but keep a simple, contemporary look. I like the second one a lot too but the arrow doesn't look like part of the image - rather an after thought. If you can think of a way to integrate it into the design better maybe that would make sense. Feel free to use the square icons too as that is what a portfolio would look like.
Thanks!