You can request our Investment Operations team to prepare an investment proposal at any time by submitting the request through the Savvy dashboard.

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For information on our SWIM model library and factsheets, please see here.

Below is an example investment proposal. If you would like to adjust some of the information displayed, please ask our Investment Operations team.

Savvy Strategic Model 70-30.pdf

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  1. Navigate to the client household you need an investment proposal or portfolio transition analysis for, and go to Task

    Requesting a Savvy Branded Deck for a Client - Step 2.png

  2. Select Ops task, then select the Investment proposal presentation option in the Ops task menu

    Requesting a Savvy Branded Deck for a Client - Step 3.png

    Navigating the Savvy Wealth Client Dashboard - Step 13.png

  3. Follow the prompts to let our Investment team know what information should be included in the proposal presentation.

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    If you need a Current vs. Target Proposal, please ensure your client’s full account statements are already uploaded in Box.

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    Navigating the Savvy Wealth Client Dashboard - Step 2.png

  4. Enter additional information and instructions if needed. Generally, our team can provide a standard proposal within 2 business days; but please include a due date if you need the proposal by a specific date.

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    Please also confirm the maximum advisory fee in the instructions box.

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    Setting Up Target Model for Client IRA Account - Step 13.png

  5. Click Create task to submit the request to our Investment Operations team. Our team will immediately receive a notification of your request, and reach out to you if any additional information is required to complete the proposal.