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1、会计学1pitchbooktemplate英文招标书范本英文招标书范本第一页，编辑于星期日：点 二十九分。2nYour Personalized Wealth PlanXnNext StepsX第1页/共13页第二页，编辑于星期日：点 二十九分。3PHOTO OF TEAM HEREFirm ProfileEstablished:XXXXStaff:XX professionalsExperience:XX yearsAverage client relationship:XX years第2页/共13页第三页，编辑于星期日：点 二十九分。4Adviser HeadshotAdviser He
2、adshot第3页/共13页第四页，编辑于星期日：点 二十九分。5We determine the appropriate allocation of assets to realize your particular objectives.We identify the specific investments that align with and support your strategy.Together, we define your needs, goals, and risk profile.1423We assess performance on a regular basis
3、, making changes and refinements to your portfolio and strategy as needed.Understand your goalsCreate a planCraft your portfolioStay on course第4页/共13页第五页，编辑于星期日：点 二十九分。6goals. nWhen crafting an integrated wealth management plan, we draw on our expertise in the following areas:Financial planningRetir
4、ement income planningEstate planningTax planningBusiness successionIntergenerational wealth transferPhilanthropy第5页/共13页第六页，编辑于星期日：点 二十九分。7determine the clients goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consi
5、der asset allocation and diversification.nDisciplined portfolio construction. Based on the specifics of each clients situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset classacross sectors, industrie
6、s, and countries.nRigorous oversight. When implementing a clients investment strategy, we use a stringent process to screen top money managers, selecting one who meets the objectives established for that client. Once the appropriate manager has been chosen, we provide ongoing oversight and make chan
7、ges as appropriate.第6页/共13页第七页，编辑于星期日：点 二十九分。8confident that your interests will always come first.nA global perspective. In an ever-changing global economy, your adviser needs to have the resources and expertise to identify investment opportunities both domestically and abroad.nKnowledge and experi
8、ence.Managing your wealth is about much more than picking stocks or mutual funds; it requires an understanding of economics, corporate finance, asset valuation, and portfolio construction and management.nIndustry recognition. While there are a number of reputable credentials in the financial industr
9、y, none are as rigorous or as widely respected as the Chartered Financial Analyst (CFA) designation.第7页/共13页第八页，编辑于星期日：点 二十九分。9related subjects. Investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investm
10、ent analysis.nCommitted to being held to the highest ethical standards in all dealings with investor clients.第8页/共13页第九页，编辑于星期日：点 二十九分。10the charterholder is required to disclose these complaints in full detail to CFA Institute and risks losing the right to use the CFA designation. nCFA Institute co
11、ntinually works with its members and industry authorities to lead the way in setting standards for financial reporting, international accounting, and ethical principles. 第9页/共13页第十页，编辑于星期日：点 二十九分。11you work with a CFA charterholder you gain confidence that your adviser has achieved one of the highes
12、t distinctions, conferred upon a select group of rigorously trained professionals.nStrong global investment knowledge. Recognition of the CFA Programs globally relevant Candidate Body of Knowledge makes the CFA designation the mark of distinction for investment professionals worldwide.nInstitutional
13、-level investment credentials. CFA charterholders are highly prized by institutional money managers as investment analysts and strategists, pension fund managers, and mutual fund portfolio managers. Those who choose to manage private client portfolios bring those same institutional skills to individuals and families.第10页/共13页第十一页，编辑于星期日：点 二十九分。12Note to Adviser:This page serves as a placeholder where you can insert your standard wealth plan, account investment performance, or similar client review materials.第11页/共13页第十二页，编辑于星期日：点 二十九分。
pitchbooktemplate英文招标书范本学习教案
