Miss Natalia

(14)

$20/per page/Negotiable

About Miss Natalia

Levels Tought:
Elementary,High School,College,University

Expertise:
Accounting,Business & Finance See all
Accounting,Business & Finance,Calculus,Computer Science,Environmental science,Health & Medical Hide all
Teaching Since: Apr 2017
Last Sign in: 360 Weeks Ago, 2 Days Ago
Questions Answered: 6064
Tutorials Posted: 6070

Education

  • Doctor of Education in Educational Leadership with a Specialization in Educational Technology
    Phoniex University
    Oct-1999 - Nov-2005

Experience

  • HR Executive
    a21, Inc.
    Nov-1998 - Dec-2005

Category > Business & Finance Posted 08 Jun 2017 My Price 15.00

Account management strategies. Include both passive and active strategie

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:

1. Investment alternatives including diversified asset mix (bonds, stocks, derivatives, etc.) you would recommend based on each client’s needs and situations.

2. Account management strategies. Include both passive and active strategies. 3. The state of the economy’s effects on assets’ management.

The impact of estate and other tax considerations to provide optimal financial outcomes. 

 

Answers

Miss Natalia
(14)
Status NEW Posted 08 Jun 2017 03:06 AM My Price 15.00

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