Investment manager sample marketing plan

This Investment Manager Marketing Plan was created with Marketing Plan Pro software. Grizzly Bear Financial provides financial, estate planning, and portfolio consultation and management services.

Executive Summary (excerpt)

Grizzly Bear Financial Managers is a comprehensive financial planning and estate planning consultancy. Grizzly's services are comprehensive in terms of offered products (mutual funds, equities, estate planning) as well as in terms of depth of research. The up-front cost to do in-depth research into prospective investments and possible options for the client will be eclipsed by a long-term relationship that is likely to be established out of earned respect.

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