Investment Advisory SEO Checklist
The highest-priority items for investment advisory firms: answer "what's their actual track record and investment philosophy, not just their marketing claims" directly on the site, build out investment philosophy pages, and fix the industry's most common gap — vague "we build customized portfolios" copy with no actual investment philosophy stated, leaving nothing for a comparison-shopping prospect to evaluate.
Content checklist
- A page that directly answers "what's their actual track record and investment philosophy, not just their marketing claims"
- Complete, non-generic investment philosophy pages
- Complete, non-generic performance disclosure pages
- Complete, non-generic portfolio strategy explainer pages
- Complete, non-generic fee and account-minimum pages
Technical checklist
- Fast page load on mobile
- Clear navigation — 3 clicks or fewer to any page
- Working internal links between related pages
- A real, current sitemap.xml
What not to bother with
Local-pack optimization and location pages — this isn't a location-driven category, so that effort is better spent on content depth.
The one thing to fix first
Vague "we build customized portfolios" copy with no actual investment philosophy stated, leaving nothing for a comparison-shopping prospect to evaluate.
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