Investment Proposal Template To Close Deals
Investment and financial advisors can pitch investment plans, portfolio presentations, and services to potential clients with our free investment proposal template (also available in Word and PDF formats). Explain your objectives to potential clients, your strategy for learning their goals, and how you plan customized investments and financial strategies. This investment proposal example also provides sections for proposed asset allocation, income projection, and fees as well as team introductions and company background.
Investment Proposal Template Details
All of our templates are 100% customizable so you can edit the copy, design, images, and layout to suit your business, brand, and client project. Our online signature feature delivers 60% faster client approval and makes the proposal legally binding.
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- Pre-written proposal letter example
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- Embed videos
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What is included in this investment proposal template?
Investment Proposal Cover Letter
Following a professionally designed cover, the letter introduces the proposal, outlining the importance of choosing the right financial advisor. It positions the firm as a trusted partner for building wealth, balancing short-term needs with long-term goals, and managing risk. This section of the investment proposal template sets the tone for a personalized, strategic investment relationship that supports the client’s family and future.a
Our Strategy
This section of the startup investment proposal sample PDF presents the firm's comprehensive approach to financial growth. It begins with understanding the client’s goals and current situation, then transitions into tailored financial planning. Services include debt consolidation, portfolio adjustments, and budgeting to align investments with long-term life goals, making it ideal for individuals, families, and even startup founders seeking structured guidance.
Your Objective
This section of the investment proposal template sample aligns the investment plan with the client’s personal goals, such as retirement, family support, and asset growth. It focuses on preserving capital, generating income, and building a portfolio that supports today’s lifestyle while preparing for tomorrow.
Asset Allocation
The investment proposal includes a diversified allocation across large-cap, mid-cap, and small-cap stocks, as well as international securities, fixed income, and money market assets. This structure helps balance growth potential with financial security.
About Us
Use this section of the investment proposal template to tell the story of the firm, its founding values, and its track record of helping families and individuals meet financial goals. Reinforce the firm’s client-first philosophy and commitment to long-term success.
Our Team
Use this part of the investment proposal example to introduce the professionals behind the proposal, including certified financial planners and advisors. Detail how the team brings a mix of experience, industry credentials, and personal dedication to managing each client’s financial future.
Next Steps
This final section of the investment proposal sample outlines how to get started. Clients are encouraged to schedule a meeting to review their goals, set financial benchmarks, and begin the planning process. The proposal offers a clear call to action to move forward with confidence.
