1234, West 67 Street
Carlisle, MA 01741
[Subject: Normally bold, summarizes the intention of the letter] -Optional-
Dear Richard Anderson,
I have read and reviewed all the financial data you sent me and I brought it upon myself to compare them with last last year’s data. I am quite certain that your investments are not doing well. All your investments are performing poorly by a large margin. I believe that it is a good time to turn over your portfolio to a professional financial manager, as I have suggested a year ago.
I am impressed with the fact that you are dedicated and successful in all your business dealings, however, your commitment to you own business does not allow you to spend an extra time to deal with your other investments. If you wish to discuss this matter more deeply, please don’t hesitate to call me.