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Investment Proposal

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by

Paul Michael

on 17 February 2015

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Transcript of Investment Proposal

Investment Proposal
Proposal
Process

The Plan
Adviser Duties
General
Proposal Outline

page 188
Basic Reader
Evaluation
Desirability of Solution
Diversification is wise
Qualifications of Proposer
RBC Highlights
Paul Michael Credibility
Return on Investment
Risk & return move together
Volatility tailored to client
Audience
Profile
Age 67
Male
High Net Worth
Michigan Native
Fl Keys-2nd home
Jewish
Republican
Outdoor Sports
Real Estate Investor
Married, w/ twin
sons, seniors @
Michigan State U, (business)
Wants to teach
business to sons
Demographic
Psychographic
Personal
page 188
page 188
Intro
Background
The need - Diversification
Description of the Plan
Benefits - Peace of mind, etc
Reasonable Cost
Ability to Deliver
Conclusion - Choice of wealthiest
families in America
Institutional-Level Money Managers
Vetted
by RBC

Quantitative
performance requirements
Qualitative research
Diversify among
best managers
Research best of class risk-adjusted returns
Monitor on-going
performance
Create
Intro Letter
Sample
Sample
Letters
Investment Objectives
Equities
Value, Growth
Fixed Income
Muni's, Bonds, Preferreds
Alternatives
REITs, MLPs, Managed Futures
Socially Responsible
Jewish, Catholic, Protestant, Environment, Human Rights
Full transcript