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1. Investment
Advice
Proposal
Your C ompany N ame

2. Cover
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

3. Proposal
3
Project Overview
› Project Context & Objectives
› Investment Details
› How we Propose to Answer your Questions?
Road Ahead › Next Steps
Past Experience
› Client Testimonials
› Case Study
Company Introduction
› About Us
› Our Investment Philosophy
› Our Team
Communication › Communication
ROI & Fees › Return on Investment & Fees
› Estimating Risk Potential Methodology
› Estimating Return Potential Methodology
Our Capabilities
› Types of Asset class we invest in
› Asset Allocation with Risk Budget
› Our Investment Strategy
Account Review
› Holdings Summary
› Allocation Overview
Risk & Return Methodology

4. 4
PROJECT
› Project context & objectives
› Investment details
› How we propose to answer your questions?

5. Project
5
Project Overview
Establishes the strategy and objectives for your investment portfolio.
Proposes a structure for the allocation of your assets.
Builds a foundation for a diverse asset mix that will produce long-
term return.
Context Objective
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.
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:
Family Retirement Build Assets
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6. Investment
6
Project Overview
Risk Budget : 80
Custodian : Name
Client Name : Valued Client
Investment Duration : 5 Years
Investment Amount : $ 500,000.00
Investment Outcome
› Accumulation
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Strategy Name
› Core Plus ETF Strategy
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Allocation%
› 100%
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Allocation$
› $500,000.00
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Requirement
Provided
by Client
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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
› 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
› 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
Know Your
Requirements
Personal
Financial Planning
Investment
Advice
Risk
Management
› 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.
How we Propose to
7
Project Overview

8. 8
OUR
› Types of asset class we invest in
› Asset allocation with risk budget
› Our investment strategy

9. Types of Asset Class we
9
Our Capabilities
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
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10. Our Investment
10
Our Capabilities
55%
10%
35%
Moderate
Growth Strategy
Growth
Strategy
65%
15%
20%
Aggressive
Growth Strategy
70%
20%
10%
XYZ Absolute Return Fund
Bonds
Equities
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11. Asset Allocation with
11
Our Capabilities
Fixed IncomeDomestic Large - Cap Domestic Small/Mid - Cap Developed International Emerging Markets
Normal U.S. Valuations Higher U.S. Valuations Lower U.S. Valuations
Risk Budget
65 65 65
65 80 50
Active
Asset Class
Static
Asset Class
Risk Budget
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12. 12
ACCOUNT
› Holdings summary
› Allocation overview

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%
Holdings
13
Account Review
This slides
mentions details of
all investment
portfolio for the
existing customer
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14. Allocation
14
Account Review
This slides mentions
details of the company’s
overall portfolio
investment allocation
Developed International
Large – Cap Value
Emerging Markets
Short – Term Bonds
Intermediate/ Long – Term Bonds
Commodities
Large – Cap Growth
Small/ Mid – Cap Core
Alternative
Cash Equivalent
20
19
17
10
8.75
6
6
6
5
2.25
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15. 15
RISK & RETURN
› Estimating risk potential methodology
› Estimating return potential methodology

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

17. Estimating Return
17
Risk & Return Methodology
Valuation
The price paid for earnings, cash flow, sales & book value in different
market segments.
Behavioural
Used to evaluate securities by analysing technical measures & investor sentiment.
Fundamental
Asset – specific information such as business risk, earnings, & expected
earnings growth.
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.
Estimated Return
Analysis –
Measures overall
return potential
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18. 18
ROI &
› Return on investment & fees

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

20. 20
› Communication

21. 21
Communication
Market Discussions
& Updates
We will make available to you our
Directions newsletter, which contains
information about the latest market and
economic conditions
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
Social Network
Blogs
Twitter
Facebook
YouTube Channel
LinkedIn
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
Website
Log on to our website, for secure
access to your quarterly performance
evaluations, daily positions and
values, and other
portfolio information
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22. 22
COMPANY
› About us
› Our investment philosophy
› Our team

23. About
Company Introduction
Company’s Vision:
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Company’s Mission:
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23
Our
Focus:
We Believe
It's All About
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
Background:
› Add Details on Company’s History
› Previous Line of Services
› How it All Started etc.
› Other Key Points
Founded in:
1956

24. Our Investment
24
Company Introduction
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.

25. (Template 1 of 2)
25
Company Introduction
Name 2
Designation
› 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
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26. Name 1
Designation
› Education Background
› Past Career Experience
› Similar Experience in this Company
› Achievements
Name 2
Designation
› Education Background
› Past Career Experience
› Similar Experience in this Company
› Achievements
Name 3
Designation
› Education Background
› Past Career Experience
› Similar Experience in this Company
› Achievements
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(Template 2 of 2)
26
Company Introduction

27. 27
PAST
› Client testimonials
› Case study

28. Client
28
Past Experience
Client 1
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Client 2
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Client 3
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29. Past Experience
Case
29
Return on Investment
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Investment Objective Asset Allocation
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30. 30
ROAD
› Next steps

31. Next
31
Road Ahead
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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32. Contact
32
Road Ahead
Contact Number
0123456789
E-mail Address
e-mailaddress123@gmail.com
Address
# street number, city, state
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33. Additional
33

34. 34
About Us
About
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Professional
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Creative
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Talented

35. Mission
35
Mission
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Our Target
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Our Vision
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Our Mission

36. Road
36
Road Map
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37. Road
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Road Map
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38. Road
38
Road Map
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39. Road
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Road Map
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Road Map
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41. 30 60 90
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30 60 90
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60
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