investment-proposal

Included with Lifetime

$97 forever

Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".

General

What this skill does


# Investment Proposal

## Workflow

### Step 1: Prospect Context

Gather:
- **Prospect name** and household details
- **Current situation**: Existing advisor? Self-directed? What prompted the meeting?
- **Assets**: Estimated AUM, account types, current holdings (if shared)
- **Goals**: Retirement, wealth preservation, growth, income, education, estate
- **Risk tolerance**: Conservative, moderate, aggressive (or questionnaire score)
- **Constraints**: ESG preferences, concentrated stock, illiquidity needs
- **Fee sensitivity**: What are they paying now?
- **Competition**: Who else are they considering?

### Step 2: Proposal Structure

**I. About Our Firm** (1 page)
- Firm overview, history, AUM
- Investment philosophy (in plain English)
- Team bios (relevant to this client)
- Client service model (how often do we meet, who do they call)

**II. Understanding Your Needs** (1 page)
- Restate their goals and concerns — show you listened
- Key planning considerations identified in discovery
- What success looks like for them

**III. Proposed Investment Strategy** (2-3 pages)
- Recommended asset allocation with rationale
- How allocation maps to their goals and risk tolerance
- Investment vehicles (ETFs, mutual funds, individual securities, alternatives)
- Tax-aware strategy (asset location, tax-loss harvesting)

Proposed allocation:

| Asset Class | Allocation | Vehicle | Rationale |
|------------|-----------|---------|-----------|
| | | | |

**IV. Expected Outcomes** (1-2 pages)
- Projected growth scenarios (conservative, moderate, optimistic)
- Monte Carlo probability of meeting goals
- Income projections (if retirement or income-focused)
- Risk metrics (max drawdown, volatility)
- Comparison to current portfolio (if known)

**V. Fee Structure** (1 page)
- Advisory fee schedule (tiered if applicable)
- Underlying fund expenses
- Total all-in cost estimate
- How fees compare to industry averages
- Value proposition — what they get for the fee

**VI. Getting Started** (1 page)
- Account opening process
- Asset transfer timeline
- Transition plan (if moving from another advisor)
- First 90 days — what to expect
- Required documents and next steps

### Step 3: Customization

- Match the tone to the prospect (corporate executive vs. small business owner vs. retiree)
- If they have a concentrated stock position, address it directly
- If they're comparing you to robo-advisors, emphasize the planning and relationship value
- If they're price-sensitive, lead with total value and outcomes, not just fees

### Step 4: Output

- PowerPoint presentation (12-15 slides) with firm branding
- PDF leave-behind version
- One-page summary for follow-up email

## Important Notes

- The proposal should feel personalized, not templated — reference their specific situation
- Don't oversell performance — set realistic expectations and emphasize process
- Always include disclaimers (projections are hypothetical, past performance, etc.)
- The transition plan matters — clients fear the disruption of switching advisors
- Follow up within 48 hours with the proposal and a clear next step
- Compliance must review before presenting to prospects

Files: 1

Size: 3.5 KB

Complexity: 9/100

Category: General

Source: https://github.com/anthropics/financial-services-plugins/tree/main/plugins/agent-plugins/meeting-prep-agent/skills/investment-proposal

Related in General

modeling-omnistudio-epc-catalog

Included

Salesforce Industries CME EPC product-modeling skill for Product2-based catalog creation. Use when creating EPC products, configuring product attributes, building offer bundles with Product Child Items, or reviewing EPC DataPack JSON metadata for product catalog changes. TRIGGER when: user creates or updates Product2 EPC records, AttributeAssignment payloads, AttributeMetadata/AttributeDefaultValues, Offer bundles, or ProductChildItem relationships. DO NOT TRIGGER when: designing OmniScripts/FlexCards/Integration Procedures (use building-omnistudio-omniscript, building-omnistudio-flexcard, or building-omnistudio-integration-procedure), implementing Apex business logic (use generating-apex), or troubleshooting deployment pipelines (use deploying-metadata).

Generalscripts

relationship-science-coach

Included

Use this skill for direct, practical adult relationship coaching: couples conflict, repair, trust, marriage, dating, flirting, attachment patterns, emotional connection, sex, desire differences, eroticism, kink negotiation, affection, love languages, breakups, and long-term passion. Draw on Gottman, EFT and Hold Me Tight, attachment science, modern sex research, Perel, Nagoski, Kerner, Schnarch, Love and Stosny, and flexible love-language tools. Be concrete and low-hedge. Redirect only for imminent danger, abuse, coercive control, minors, non-consent, self-harm, stalking, or medical/legal/psychiatric decisions.

Generalscripts

building-sf-integrations

Included

Salesforce integration architecture and runtime plumbing with 120-point scoring. Use this skill to set up Named Credentials, External Credentials, External Services, REST/SOAP callout patterns, Platform Events, and Change Data Capture. TRIGGER when: user sets up Named Credentials, External Services, REST/SOAP callouts, Platform Events, CDC, or touches .namedCredential-meta.xml files. DO NOT TRIGGER when: Connected App/OAuth config (use configuring-connected-apps), Apex-only logic (use generating-apex), or data import/export (use handling-sf-data).

Generalscripts

venue-templates

Included

Access comprehensive LaTeX templates, formatting requirements, and submission guidelines for major scientific publication venues (Nature, Science, PLOS, IEEE, ACM), academic conferences (NeurIPS, ICML, CVPR, CHI), research posters, and grant proposals (NSF, NIH, DOE, DARPA). This skill should be used when preparing manuscripts for journal submission, conference papers, research posters, or grant proposals and need venue-specific formatting requirements and templates.

Generalscripts

let-fate-decide

Included

Draws the 12 Houses of the Zodiac Tarot spread to inject entropy into planning when prompts are vague, ambiguous, or casually delegated. Interprets the spread to guide next steps. Use when the user says 'let fate decide', 'YOLO', 'whatever', 'idk', or other nonchalant phrases, makes Yu-Gi-Oh references, or when you are about to arbitrarily pick between multiple reasonable approaches. Prefer over ask-questions-if-underspecified when the user's tone is casual or playful rather than precision-seeking.

Generalscripts

net-ops

Included

Cross-platform network troubleshooting (Windows, macOS, Linux) via local or remote shell. Use for: DNS broken, can't resolve hostnames, nslookup/dig works but apps fail, NRPT, WFP, scutil, /etc/resolver, systemd-resolved, /etc/resolv.conf, NetworkManager, VPN DNS leak residue (ProtonVPN/Mullvad/WireGuard/AnyConnect), AV/firewall blocking DNS or DoH, Tailscale DNS interaction, intermittent connectivity, remote diagnostics over SSH.

Generalscripts