Agent skill · marketing growth · anthropics
investment-proposal
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".
Why this skill is useful
Provides a structured approach to creating investment proposals that includes specific content and customization strategies not commonly found in generic templates.
What it needs
About 2k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
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. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/investment-proposal--bf053a