Statement Of Objectives
Risk Tolerance
Constraints
Current Investments
Income Needs & Time Horizon
Taxes
Legal & Regulatory
Unique Needs & Circumstances
Asset Allocation
Recommended Asset Allocation
Probability of Achieving Goals
Investment Evaluation & Selection Criteria
Limitations on Investment Holdings
Proposed Portfolio
Investment Strategy Analysis
Asset Allocation
Equity Portfolio
Fixed-Income Portfolio
Mutual Fund Fees & Expenses
Implementation Plan
Additional Expenses
Monitoring Your Progress
Agreement