Advisory decision memos
Written investment and planning decision memos from practicing wealth advisors. De-identified before editorial review.
- Format
- Memos of 800 to 2,000 words, PDF or DOCX
- Rate
- $95 to $140 per accepted file
- Window
- Opened 21 August 2026 · Closes 24 October 2026
- Attestation
- Required on every file
- Agreement
- Individual or firm agreement
The call
When an advisor recommends a course of action to a client, the recommendation is usually written down: the situation, the options considered, the recommendation, and the reasons. We are acquiring these memos across investment, estate, philanthropy and liquidity decisions.
Memos may be recent or historical. Historical memos are welcome where the reasoning is still representative of how the advisor would decide today.
What qualifies
- Memos prepared for a real client
- A stated recommendation and the reasoning behind it
- Authored by the contributor or submitted under a firm agreement
What is excluded
- Marketing material or generic client letters
- Memos where the client could be identified from the facts
- Documents subject to a confidentiality order
De-identification
Replace client, entity and counterparty names with role labels. Convert amounts above $5M to ranges. Keep dates to the quarter.
Review
Read by a former private-bank advisor. Memos that read as templates are returned.
Rights
Full license transferred to Gridfile at acceptance. Contributor warrants ownership and de-identification.
GF-0104 · Reviewed by a former private-bank advisor