Investment Advisory Website Structure Guide
A well-structured site for investment advisory firms organizes around investment philosophy pages, performance disclosure pages, portfolio strategy explainer pages, fee and account-minimum pages — with clear navigation to each, not buried behind a generic "Services" menu.
What the top-level navigation should include
Each of these deserves its own clear place in navigation, not a sub-menu three clicks deep:
- investment philosophy pages
- performance disclosure pages
- portfolio strategy explainer pages
- fee and account-minimum pages
Where most sites get the hierarchy wrong
Vague "we build customized portfolios" copy with no actual investment philosophy stated, leaving nothing for a comparison-shopping prospect to evaluate.
URL structure
Keep URLs short, descriptive, and matched to the page's actual content — a URL that matches the page's real topic (rather than an internal project code or generic ID) helps both visitors and search engines understand the page before they even click.
Or let Omnitopical build this for you.
Plans the full page set investment advisory firms actually need, writes every page, interlinks them automatically, and hosts the result — $99/mo, one domain.
Start your free trial