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".
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/anthropics/financial-services --skill investment-proposal- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads investment-proposal automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
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
FAQ
What does the investment-proposal skill do?
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".
How do I install investment-proposal?
Run npx skills add https://github.com/anthropics/financial-services --skill investment-proposal in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/investment-proposal/ (personal) or .claude/skills/investment-proposal/ (project).
Which AI agents can use investment-proposal?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is investment-proposal safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains investment-proposal?
It is published by anthropics in anthropics/financial-services, and it is an official skill from the maker of the technology it covers. It has 1,121 recorded installs.
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