Final Essay

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 âmanaging 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 8 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 clientâs needs and situations.
• Account management strategies. Include both passive and active strategies.
• The state of the economyâs effects on assetsâ management.
• The impact of estate and other tax considerations to provide optimal financial outcomes.