It made my proposals to be very neat and would complete them in a very short space of time. I have no doubt that the product was put together by professionals who have been in the field for a long time. Well researched!"
Use this template to explain how you propose to divide investments among different asset classes to meet your clients goals. Describe how proper asset allocation can help to reduce risk and improve rewards. Describe the clients goals here if known or insert general description of the most common goals. Then introduce the allocation divisions shown below. Asset class #1 e. g. " Stocks " " Bonds " " Cash" Describe important details about this asset class including proposed percentages of investments subdivisions or specific recommendations for investments within the class etc. Asset class #2 Describe important details about this asset class including proposed percentages of investments subdivisions or specific recommendations for investments within the class etc. Asset class #3
Describe important details about this asset class including proposed percentages of investments subdivisions or specific recommendations for investments within the class etc. Additional Information Insert any other details the reader needs to know such as when investment strategies will be re evaluated general scheduling for investments or reminder of the risks of certain investments such as stocks.