Assume that you recently graduated with a major in Finance and you landed a job as a financial planner with a large financial services corporation. The organization where you work has a research-intensive, value-based philosophy of investment that could be summarized as “managing clients’ assets to earn maximum returns at minimum risk”. Your assignment is to manage wealthy clients’ assets. The minimum investment of each client is $100,000 and most of the investments are long-term (five years or longer).
Write a 8 to 10 page double-spaced paper discussing in detail:
Investment alternatives including diversified asset mix (bonds, stocks, derivatives, etc.) you would recommend based on each client’s needs and situations.
Account management strategies. Include both passive and active strategies.
The state of the economy’s effects on assets’ management.
The impact of estate and other tax considerations to provide optimal financial outcomes.
%
Grading Rubric
30
Discuss investment alternatives.
30
Discuss account management strategies.
30
Discuss the state of the economy’s effects on assets’ management.
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