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1. Wealth Management Advisory
Services Proposal
Yo u r C o mp a n y N a me

2. Cover Letter
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)

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

4. 4
01PROJECT OVERVIEW
• Project context & objectives
• Investment details
• How we propose to answer your questions?

5. Project Context & Objectives
5
CONTEXT
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 returns.
OBJECTIVE
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
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.
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6. Investment Details
Client Name : Valued Client
Investment Duration : 5 Years
Investment Amount : $ 500,000.00
Risk Budget : 80
Custodian: Name
Strategy
Name
Core Plus ETF Strategy
Add Text Here
Add Text Here
Allocation
%
100%
Add Text Here
Add Text Here
Allocation
$
$500,000.00
Add Text Here
Add Text Here
Investment
Outcome
Accumulation
Add Text Here
Add Text Here
Requirement Provided by Client
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6

7. How we Propose to Answer
your Questions?
7
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• 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
• 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
• 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

8. 8
02OUR CAPABILITIES
• Types of asset class we invest in
• Asset allocation with risk budget
• Our investment strategy

9. Types of Asset Class we Invest in
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
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10. Our Investment Strategy
10
XYZ Absolute Return Fund Bonds Equities
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select “Edit Data”.
Growth
Strategy
65%
15%
20%
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Aggressive Growth
Strategy
70%
20%
10%
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Moderate
Growth Strategy
55%
10%
35%

11. Asset Allocation with Risk Budget
11
Static
Asset Class
Active
Asset Class
Domestic
Large - Cap
Domestic
Small/Mid - Cap
Developed
International
Emerging
Markets
Fixed
Income
Lower U.S Valuations
Risk Budget 50
Higher U.S Valuations
Risk Budget 80
Normal U.S Valuations
Risk Budget 65
Higher U.S Valuations
Risk Budget 65
Normal U.S Valuations
Risk Budget 65
Lower U.S Valuations
Risk Budget 65
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12. 12
• Holdings summary
• Allocation overview
ACCOUNT REVIEW03

13. Holdings Summary
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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This slides
mentions details
of all investment
portfolio for the
existing customer

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

15. 15
04RISK & RETURN METHODOLOGY
• Estimating risk potential methodology
• Estimating return potential methodology

16. Estimating Risk Potential Methodology
Measures Risk of Each Asset Class
Measured weekly over
the last year and 10-
year periods.
Measured
weekly over
the last year.
Measured
weekly over
the last year.
Time Period
A measure of
correlated volatility
relative to the
equity baseline
portfolio.
How a security
reacts when the
market goes
down in value.
A measure of
portfolio risk
relative to the
market’s total risk.
Risk
Measures
Beta
Relative
Standard
Deviation
Relative
Maximum
Drawdown
16
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17. Estimating Return
Potential Methodology
17
The price paid for earnings, cash flow, sales & book value in different
market segments.
Valuation
Used to evaluate securities by analysing technical measures &
investor sentiment.
Behavioural
Asset – specific information such as business risk, earnings, &
expected earnings growth.
Fundamental
How an asset will be affected by macro variables such as economic
growth, inflation, & interest rates.
Economic
Used to capture a variety of measures, including cost, risk, &
correlation analysis.
Quantitative
Estimated
Return
Analysis -
Measures Overall
Return Potential
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18. 18
05ROI & FEES
• Return on investment & fees

19. Return on Investment & Fees
Income Projection
On Your Investment of $2.5 Million, a Reasonable Expected Income
Projection of 3.9% Would Yield $97,000 /Year.
Fees
Fees are Paid Monthly Based on an Annual
Rate of 1% of Total Assets.
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19

20. 20
06COMMUNICATION
• Communication

21. Communication
21
Social Network
Blogs
Twitter
Facebook
YouTube Channel
LinkedIn
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
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22. 22
07COMPANY INTRODUCTION
• About us
• Our investment philosophy
• Our team

23. About Us
23
Background:
• Add Details on Company’s History
• Previous Line of Services
• How it All Started etc.
• Other Key Points
Founded in: 1956
Our Focus:
We believe it's all about YOU. 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
Company’s Mission:
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Company’s Vision:
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24. Our Investment Philosophy
24
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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. Our Team (Template 1 of 2)
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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26. Our Team (Template 2 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
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27. 27
08PAST EXPERIENCE
• Client testimonials
• Case study

28. Client Testimonials
28
Client 1
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Client 3
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Client 2
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29. Case Study
29
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Investment Objective
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Asset Allocation Return on Investment
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30. 30
09ROAD AHEAD
• Next steps

31. Next Steps
31
Our Investment and Financial
Management team will meet with
you to review goals, set
benchmarks, and develop a plan.
01
Your investment and financial plan
will cover personal financial
planning, budgeting, investments,
insurance, estate and tax
planning, and charitable giving.
02
Please contact us to schedule
an appointment; contact details
are mentioned at the end of
this document.
03
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32. Contact Us
32
Contact Number
0123456789
E-mail Address
e-mailaddress123@gmail.com
Address
# street number, city, state

33. 33
Additional Slides

34. Timeline
34
2017
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2019
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2016
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2018
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2020
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35. Roadmap (3)
35
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37. Roadmap (5)
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38. Roadmap (6)
38
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39. Roadmap (7)
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40. 30 60 90 Days Plan
40
30
Days
60
Days
90
Days
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