Investing & Wealth
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".
- Publisher / source
- anthropics/financial-services (found on skills.sh)
- Upstream record
- anthropics/financial-services
- Version
- Version 3
- Published
- Publication review
- Approved for publication · recorded passed scan 2026-11-03
- Content fingerprint
69cecd980f44a61b5e429757aeae5968702106e2154f8afb3dd7ff8b0103f7c2