Investment Company Business Plan Template [Updated 2024]

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VIII. Management Team

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Management Team Members

[Company Name]’s most valuable asset is the expertise and experience of its founder, [Founder’s Name]. [Founder’s Name] who has been an accomplished investment manager for over 20 years. He graduated from [University] with a degree in Finance. [Name] has acquired a reputation for success and has earned the respect and trust of his clients. [Founder] has spent much of his career working in a large investment banking firm. He spent the more recent portion of his career at a smaller firm where his client base doubled in just five years.

[Company name] will also employ an experienced assistant to help with various administrative duties around the office. [Assistant’s name] has experience working with C-level executives and has spent significant time as an administrator.

Hiring Plan

[Founder] will serve as the Owner and Manager of [Company Name]. In order to launch, he needs to hire the following personnel:

  • Administrative Assistant: one full-time employee to manage the day-to-day phone calls, scheduling, accounting, marketing, clerical, bookkeeping, billing, and any administrative task required.
  • Marketing Manager: one full-time employee who will be responsible for developing and launching the brand; manage the website, and social media accounts.

Additional investment managers will be hired based on client volume.

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