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 â€œmanaging clientsâ€™ assets to earn maximum returns at minimum riskâ€. Your assignment is to manage wealthy clientsâ€™ assets. The minimum investment of each client is $100,000 and most of the investments are long-term (five years or longer).
Write a paper of 6 to 7 pages, double-spaced that discusses the following in detail:
- Investment alternatives including diversified asset mix (bonds, stocks, derivatives, etc.) you would recommend based on each clientâ€™s needs and situations.
- Account management strategies. Include both passive and active strategies.
- The state of the economyâ€™s effects on assetsâ€™ management.
- The impact of estate and other tax considerations to provide optimal financial outcomes.