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1. Investment Advisory
Y o u r C o m p a n y N a m e

2. Dear (Client Name),
Choosing your financial advisor is one of the most important decisions you will ever make - for
your own future and for the future of your children; and that’s where we are happy to help you.
We offer strategic investment advice, realistic budget planning, and creative solutions to help
you save for tomorrow while enjoying today.
With rising expenses for sustaining or improving lifestyle, now is the time to review your
financial goals. You want an advisor who takes the time to listen and speaks to you in language
you can understand.
This investment and financial planning proposal:
• Establishes reasonable expectations, objectives, and guidelines for the investment of
your portfolio.
• Sets forth an investment structure detailing the expected initial allocation among asset classes.
• Creates the framework for a well-diversified asset mix that we believe will produce long-term
returns in accordance with your level of risk.
Thank you for reviewing this proposal. Please contact me if you have any questions about these
recommendations or your financial portfolio in general.
Sincerely,
(Signature)
2
Cover Letter

3. 3
• Return on Investment & Fees
ROI & Fees
05
01
• Project Context & Objectives
• Investment Details
• How we Propose to Answer your Questions?
Project Overview
02
• Types of Asset Class we Invest in
• Assets Allocation with Risk Budget
• Our Investment Strategy
Our Capabilities
03
• Holdings Summary
• Allocation Overview
Account Review
• Estimating Risk Potential Methodology
• Estimating Return Potential Methodology
Risk & Return Methodology
04
06
• Communication
Communication
07
• About Us
• Our Investment Philosophy
• Our Team
Company Introduction
08
• Client Testimonials
• Case Study
Past Experience
09
• Next Steps
Road Ahead
Proposal Outline

4. 4
• Project context & objectives
• Investment details
• How we propose to answer your questions?
Project Overview
01
Proposal Outline

5. 5
This proposal outlines our recommendations for investment strategies and management of your account in accordance with your specific financial
goals. Those objectives, which are outlined in this document, have been established in accordance with the profile information you provided.
Objective
Context
Builds a foundation for a
diverse asset mix that will
produce long-term returns.
Establishes the strategy
and objectives for your
investment portfolio.
Proposes a structure for the
allocation of your assets.
You want to preserve and build the value of your assets, save for retirement, help your children pay for university and build
equity through buying their first homes, and build in charitable giving. This could be summed up in three buckets:
Build Assets
Family
Retirement
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Project Context & Objectives

6. Requirement Provided by Client
Strategy
Name
• Core Plus
ETF Strategy
• Text Here
Allocation
%
• 100%
• Text Here
• Text Here
Allocation
$
• $500,000.00
• Text Here
• Text Here
Investment
Outcome
• Accumulation
• Text Here
• Text Here
Client Name: Valued Client
Investment Duration: 5 years
Investment Amount: $500,000.00
Risk Budget: 80
Custodian: Name
6
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Investment Details

7. 7
We'll start by evaluating your current investment portfolio and financial planning. We'll talk about your
goals, priorities, and dreams and choose a path that will get you there while optimizing your current
financial picture
Know your Requirements
• Evaluating your income and expenses, consolidating debts if needed, and creating a plan to
eliminate liabilities in time for retirement
• Determining how much you can afford to invest in your portfolio
• Recommending adjustments to your current portfolio to grow your wealth over the next 20 years
and beyond
Personal Financial Planning
You want your wealth to grow, but you want to minimize risk to your investment. Our
company knows risk inside and out, and we'll help you decide when to take a calculated risk to
achieve a substantial reward.
Risk Management
Once we have a handle on your current financial state, it's time to put plans in place to grow your
wealth and establish your long-term financial security
Investment Advice
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How we Propose to Answer your Questions?

8. 8
• Types of asset class we invest in
• Asset allocation with risk budget
• Our investment strategy
Our Capabilities
02
Proposal Outline

9. Domestic Equities International Equities Fixed Income Alternatives Bonds
Mega Cap Developed Investment Grade Volatility Agriculture Government
Large Cap Emerging High Yield Inflation Base Metals Corporate
Mid Cap Small Cap Inflation Linked Merger Arbitrage Precious Metals High Yield
Small Cap Regions International (Developed) Market Neutral Energy
Micro Cap Value Emerging Market Buy/Write Gold
Growth Frontier Cash
Value Global Infrastructure Mortgages
Sectors Municipals
9
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Types of Asset Class we Invest in

10. 10
20%
65%
15%
35%
55%
10%
BondsXYZ Absolute Return Fund Equities
10%
70%
20%
Growth StrategyModerate Growth Strategy Aggressive Growth Strategy
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Our Investment Strategy

11. 11
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Fixed IncomeDomestic Large - Cap Domestic Small/Mid - Cap Developed International Emerging Markets
Active Asset Class
Static Asset Class
Risk Budget
Risk Budget
Normal U.S Valuations
Normal U.S Valuations
65
65
Higher U.S Valuations
Higher U.S Valuations
65
80
Lower U.S Valuations
Lower U.S Valuations
65
50
Asset Allocation with Risk Budget

12. 12
• Holdings summary
• Allocation overview
Account Review
03
Proposal Outline

13. 13
Investment Portfolio Shares
Price Per
Share
Market Value Allocation %
iShares MSCI EAFE Value Index 1,700.159 $56.91 $96,000.00 20.00%
PowerShares FTSE RAFI Emerging Markets 1,863.16 $28.76 $55,000.00 19.00%
Your Text Here 274.503 $105.70 $39,000.00 9.00%
SPDR DoubleLine Total Return 844.872 $56.40 $43,000.00 9.00%
Xtrackers R1000 US QARP 2,212.329 $22.78 $37,000.00 8.00%
PowerShares VR Inv Gd 1,445.245 $54.14 $56,000.00 8.00%
Your Text Here 167.564 $22.36 $22,000.00 7.00%
iShares S&P SmallCap 600 Index 481.388 $79.65 $19,340.00 7.00%
iShares Russell 1000 Value 347.435 $56.25 $20,000.00 6.00%
Your Text Here 177.456 $170.56 $30,000.00 6.00%
IQ Merger Arbitrage 714.346 $56.23 $15,000.00 5.00%
Fidelity MSCI Financials Index ETF 356.467 $50.62 $10,000.00 3.00%
Guggenheim S&P 500 Pure Value 228.456 $66.07 $15,000.00 2.00%
Your Text Here 288.067 $51.74 $15,000.00 2.00%
iShares MSCI Europe Financial Sector 422.532 $23.78 $10,000.00 2.00%
Cash or Cash Equivalents - - $10,000.00 2.00%
Your Text Here 45.67 $26.70 $0.00 0.00%
ProShares Large Cap Core Plus 130/30 345.67 $66.19 $0.00 0.00%
Total $492,000.00 115.00%
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Holdings Summary
This slides mentions
details of all
investment portfolio
for the existing
customer

14. 14
20
19
17
10
8.76
6
6
6
5 2.24
This slides mentions
details of the
company’s overall
portfolio investment
allocation
Cash Equivalent
Developed International
Large – Cap Value
Emerging Markets
Alternative
Small/ Mid – Cap Core
Large – Cap Growth
Commodities
Short – Term Bonds
Intermediate/
Long – Team Bonds
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Allocation Overview

15. 15
• Estimating risk potential methodology
• Estimating return potential methodology
Risk & Return Methodology
04
Proposal Outline

16. Measures Risk of Each Asset Class
Risk
Measures
A measure of
correlated volatility
relative to the equity
baseline portfolio.
Beta How a security
reacts when the
market goes
down in value.
Relative
Maximum
Drawdown
A measure of portfolio
risk relative to the
market’s total risk.
Relative
Standard
Deviation
Measured weekly
over the last year
and 10- year periods.
Measured
weekly over
the last year.
Measured
weekly over
the last year.
Time Period
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Estimating Risk Potential Methodology
16

17. 17
Behavioral
Used to evaluate securities by analysing technical measures & investor sentiment.
Economic
How an asset will be affected by macro variables such as economic growth, inflation, & interest rates.
Quantitative
Used to capture a variety of measures, including cost, risk, & correlation analysis.
Fundamental
Asset – specific information such as business risk, earnings, & expected earnings growth.
Valuation
The price paid for earnings, cash flow, sales & book value in different market segments.
Measures overall return potential
Estimated return Analysis
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Estimating Return Potential Methodology

18. 18
• Return on investment & fees
ROI & Fees
05
Proposal Outline

19. 19
Fees
Fees are paid monthly based on
an annual rate of 1% of total
assets.
Income Projection
On your investment of $2.5 million,
a reasonable expected income
projection of 3.9% would yield
$97,000 /year.
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Return on Investment & Fees

20. 20
• Communication
Communication
06
Proposal Outline

21. 21
PDF & Video (Quarterly Statements)
We will make available to you an individual quarterly performance evaluation at the
end of each quarter in both PDF and video formats, which you can review with this
investment proposal to determine whether you are meeting your goals
Market Discussions & Updates
We will make available to you our Directions newsletter, which
contains information about the latest market and economic conditions
Website
Log on to our website, for secure access to your quarterly performance
evaluations, daily positions and values, and other portfolio information
Mobile App
Our mobile app is available for mobile devices and provides on-the-go account
access to:
• Account holdings
• Shares, values, prices, and performance
• Statements and reports
Social Network
Blogs
Twitter
Facebook
Youtube Channel
LinkedIn
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Communication

22. 22
• About us
• Our investment philosophy
• Our team
Company Introduction
07
Proposal Outline

23. 23
Founded in:
1956
Background:
• Add details on company’s history
• Previous line of services
• How it all started etc.
• Other key points
Company’s Mission:
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Company’s Vision:
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Our
Focus Our focus is on meeting and
surpassing your personal short-
and long-term financial goals
creating and implementing processes
for regularly reviewing and evaluating
how your portfolio is doing
and maximizing your return
on investment over time
We Believe It's
All About You.
About Us

24. 24
All investors have a capacity to bear risk, and the best way to manage risk is to measure it, rather than relying on a traditional stock-to-bond ratio.
Over the long term, investors are rewarded for bearing risk; having too little risk hurts investor returns.
Investment methodologies should be designed to pair a disciplined risk management system with an active and flexible approach.
Two Cases When we Change Your Asset Allocation
The Risk of Underlying Assets Changes.
The Attractiveness of Underlying Assets Changes.
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Our Investment Philosophy

25. 25
• Education Background
• Past Career Experience
• Achievements
• Similar Experience in this Company
Name 1
Designation
• Education Background
• Past Career Experience
• Achievements
• Similar Experience in this Company
Name 2
Designation
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Our Team (Template 1 of 2)

26. Name 1
Designation
• Education Background
• Past Career Experience
• Achievements
• Similar Experience in this Company
Name 2
Designation
• Education Background
• Past Career Experience
• Achievements
• Similar Experience in this Company
Name 3
Designation
• Education Background
• Past Career Experience
• Achievements
• Similar Experience in this Company
26
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Our Team (Template 2 of 2)

27. 27
• Client testimonials
• Case study
Past Experience
08
Proposal Outline

28. 28
Client 1
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Client 2
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Client 3
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Client Testimonials

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Investment Objective
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Asset Allocation Return on Investment
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29
Case Study

30. 30
• Next steps
Road Ahead
09
Proposal Outline

31. 31
Our Investment and
Financial Management team
will meet with you to review
goals, set benchmarks,
and develop a plan.
Your investment and financial
plan will cover personal financial
planning, budgeting, investments,
insurance, estate and tax
planning, and charitable giving.
Please contact us to schedule
an appointment; contact
details are mentioned at the
end of this document.
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Next Steps

32. Contact Us
32
# street number, city, state
Address
e-mailaddress123@gmail.com
E-mail Address Contact Number
0123456789

33. 33
Additional Slides

34. Our Mission
34
Mission
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Target
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Vision
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35. Roadmap (3)
35
2014 20162015
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36. Roadmap (4)
36
2014 20172015 2016
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37. Roadmap (5)
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2014 20172015 2016 2018
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38. Roadmap (6)
38
2014 20172015 2016 2018 2019
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39. Roadmap (7)
39
20172015 20162014 2018 2019 2020
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40. 30 60 90 Days Plan
40
30
Days
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41. Time Line
41
8
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2020
6
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2018
4
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2016
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2014
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2015
5
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2017
7
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2019
1
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2013
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