A major in Finance and you landed a job as a financial planner with a large financial services corporation.
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 clients needs and situations. 2. Account management strategies. Include both passive and active strategies. 3. The state of the economys effects on assets management.The impact of estate and other tax considerations to provide optimal financial outcomes.