Investment Company Business Plan Template [Updated 2024]

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VII. Operations Plan

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Functional Roles

[Company name] will carry out its day-to-day operations primarily on an appointment basis. Clients will make regularly scheduled appointments to review the contents and progress of their investment portfolio. These will primarily occur in-office or or over the phone. Walk-ins looking for financial advice will also be welcome. Walk-in clients will be billed on an hourly basis.

[Founder’s name] will work on an as-needed basis, but can be expected to be present in the office during normal business hours. [Company Name] will hire multiple investment managers as needed to accommodate a growing client-base. The company will also employ an administrative assistant who will support marketing and client relationship development efforts.

Administrative Functions

  • General and administrative functions including legal/compliance, marketing, bookkeeping, etc.
  • Client communication and scheduling
  • Brand management and social media

Milestones

The following are a series of steps that lead to the Company’s vision of long-term success. [Company Name] expects to achieve the following milestones in the following [xyz] months:

DateMilestone
[Date 1]Finalize lease agreement
[Date 2]Design and build out [Company Name]
[Date 3]Hire and train initial staff
[Date 4]Kickoff of promotional campaign
[Date 5]Launch [Company Name]
[Date 6]Reach break-even

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