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1. Your Company Name
Financial Advisory
Proposal

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

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

5. Project Context & Objectives
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.
Context Objective
Proposes a structure for the allocation
of your assets.
Establishes the strategy and objectives
for your investment portfolio.
Builds a foundation for a diverse asset
mix that will produce long-term returns.
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
Build Assets
Retirement
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6. Investment Details
6
Client Name : Valued Client
Investment Duration : 5 Years
Investment Amount : $ 500,000.00
Risk Budget : 80
Custodian : Name
Investment
Outcome
• Accumulation
• Add Text Here
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Allocation
$
• $500,000,00
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Strategy
Name
• Core Plus
ETF Strategy
• Add Text Here
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Allocation
%
• 100%
• Add Text Here
• Add Text Here
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Requirement
Provided by Client
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7. How we Propose to Answer your Questions?
7
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.
Investment Advice
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
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
Personal Financial Planning
• 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
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8. 8
02 Our 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
Moderate Growth Strategy
35%
55%
10%
Growth Strategy
20%
65%
15%
Aggressive Growth Strategy
10%
70%
20%
Bonds EquitiesXYZ Absolute Return Fund
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11. Asset Allocation with Risk Budget
11
Fixed IncomeDomestic Large - Cap Domestic Small/Mid - Cap Developed International Emerging Markets
Lower U.S Valuations
50
Risk Budget
Higher U.S Valuations
80
Risk Budget
Normal U.S Valuations
65
Risk Budget
Lower U.S Valuations
65
Risk Budget
Higher U.S Valuations
65
Risk Budget
Normal U.S Valuations
65
Risk Budget
Active
Asset Class
Static
Asset Class
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12. 12
03 Account Review
Holdings summary
Allocation overview

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%
This slides
mentions details of
all investment
portfolio for the
existing customer
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14. Allocation Overview
14
20
19
17
10
8.75
6
6
6
5
2.25
Alternative
Short – Term Bonds
Large – Cap Growth
Small/ Mid – Cap Core
Intermediate/ Long – Term Bonds
Emerging Markets
Commodities
Large – Cap Value
Cash Equivalent
Developed International
This slides mentions
details of the
company’s overall
portfolio investment
allocation
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15. 15
Risk & Return
Methodology
Estimating risk potential methodology
Estimating return potential methodology
04

16. Estimating Risk Potential Methodology
Measures Risk of Each Asset Class
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
Risk
Measures
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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16

17. Estimating Return Potential Methodology
17
Measures Overall Return Potential
Estimated Return Analysis
Quantitative
Used to capture a variety of measures, including cost, risk, & correlation analysis.
Economic
How an asset will be affected by macro variables such as economic growth, inflation, & interest rates.
Fundamental
Asset – specific information such as business risk, earnings, & expected earnings growth.
Behavioural
Used to evaluate securities by analysing technical measures & investor sentiment.
The price paid for earnings, cash flow, sales & book value in different market segments.
Valuation
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18. 18
ROI & Fees
Return on investment & fees05

19. Return on Investment & Fees
19
Income Projection
on Your Investment of $2.5 Million, a Reasonable Expected Income Projection of
3.9% Would Yield $97,000 /Year.
Text here
Text here
Fees
Fees are Paid Monthly Based on an Annual Rate of 1% of Total Assets.
Text here
Text here
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20. 20
Communication
Communication06

21. Communication
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
Social Network
Blogs
Twitter
Facebook
Youtube Channel
LinkedIn
Website
Log on to our website, for secure access to your quarterly performance
evaluations, daily positions and values, and other portfolio information
Market Discussions & Updates
We will make available to you our Directions newsletter, which contains information about
the latest market and economic conditions
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
01
02
04
05
03
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22. 22
Company Introduction
About us
Our investment philosophy
Our team
07

23. About Us
23
Founded in:
1956
Company’s Mission:
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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
Background:
• Add details on company’s history
• Previous line of services
• How it all started etc.
• Other key points
Company’s Vision:
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24. Our Investment Philosophy
24
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Investment methodologies should be designed to pair a disciplined risk management
system with an active and flexible approach.
Over the long term, investors are rewarded for bearing risk; having too little risk
hurts investor returns.
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.
Two cases when we change your asset allocation
The risk of underlying assets changes.
The attractiveness of underlying assets changes.

25. 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
Our Team (Template 1 of 2)
25
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26. Name 1
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
Our Team (Template 2 of 2)
26
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Name 2
Designation
• Education Background
• Past Career Experience
• Similar Experience in this Company
• Achievements

27. 27
Past Experience
Client Testimonials
Case Study
08

28. Client 2
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your audience's attention.
Client 1
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your audience's attention.
Client 3
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your audience's attention.
Client Testimonials
28
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29. Case Study
29
Return on Investment
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Asset Allocation
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Investment Objective
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30. 30
Road Ahead
Next Steps09

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

33. Financial Advisory Proposal Icons Slide
33

34. 34
Additional
Slides

35. Our Mission
35
Target
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Vision
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Mission
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36. Roadmap (3)
36
End
Start
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37. Roadmap (4)
37
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38. Roadmap (5)
38
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39. Roadmap (6)
39
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40. Roadmap (7)
40
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EndStart

41. 30 60 90 Days Plan
41
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Days

42. Timeline
42
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