Investment Company Business Plan Template [Updated 2023]

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V. Competitive Analysis

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Direct & Indirect Competitors

The following businesses are located within a 20-mile radius of [Company Name], thus providing either direct or indirect competition for customers:

Invest Smarter
Invest Smarter is an investment company in [location]. In business for over 40 years, Invest Smarter delivers investment advice and portfolio management solutions to individuals and businesses across the area. Invest Smarter also offers a variety of investment strategies for mutual funds such as growth funds, income funds, balanced funds, and index funds.

In addition, Invest Smarter provides recordkeeping, legal consultation, and tax management services. The investment managers on staff are all dedicated to providing clients with expert advice and exceptional customer service from the onboarding stage on.

Premium Investment Services
Premium Investment Services is a trusted investment company that provides service through a proprietary digital platform. The company is a full-service investment management firm operating primarily in [location] with online support through the digital application.

Clients are able to set up their accounts digitally or come into the office and speak with an investment manager in person. The firm is owned and operated by experienced investment professionals who are experts in hedge funds, mutual funds, and alternative investments.

Strong Investment Solutions
Strong Investment Solutions is also a local investment company that offers a variety of investment services. The company is mostly known for its superior portfolio management strategies, but is also equipped to handle additional services including tax management, legal consulting, and financial recordkeeping. The company has been in business for about ten years and has a loyal client-base.

While Strong Investment Solutions has a strong branding and following, the company lacks a digital platform, thus falling short for investors who prefer the convenience of being able to manage their investments from their smartphones.

Competitive Advantage

[Company Name] enjoys several advantages over its competitors. Those advantages include:

  1. Location: [Company Name]’s location is near the center of town, in the financial district of the city. It’s visible from the street with many working professionals walking to and from work on a daily basis; giving passersby a direct look at the firm, most of which are part of the target market.
  2. Client oriented service: [Company Name] will have a full time assistant to primarily keep in contact with clients and answer their everyday questions. [Founder’s Name] realizes the importance of accessibility to his clients, and will further keep in touch with his clients through monthly presentations, seminars, and updates per email and newsletters.
  3. Management: [Founder’s Name] has been extremely successful working in the financial services sector and will be able to use his previous experience to grant his clients detailed insight into the investment world. His unique qualifications will serve customers in a much more sophisticated manner than [Company Name]’s competitors.
  4. Relationships: Having lived in the community for 25 years, [Founder’s Name] knows many of the local leaders, newspapers, and other influences. Furthermore, he will be able to draw from his ties to the community in order to build up a heavy asset base in a short amount of time.
  5. Proprietary Technology: [Company Name] will invest heavily on the latest technology to develop a streamlined digital platform for clients to be able to manage their investments securely and conveniently from anywhere in the world using their smartphones.
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