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Video

Proposals Made Easy (and Beautiful)

Watch the proposal process that typically takes advisors 5 minutes to complete. And then scroll below to see the completed sample proposal! 

Sample

Want to See a Sample Proposal?

Fill out the form to get a sample proposal in PDF format. Keep in mind you can customize your proposals with your logo, name, images, and decide what pages you want to include, and how to organize them so you can best tell YOUR story. 

 


 

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This website is intended for investment professionals only. It is not intended for use by private investors. Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.