Assignment: Debt Management
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 paper of 8-10 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 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.
Format your assignment according to the following formatting requirements:
1. The answer should be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides.
2. The response also includes a cover page containing the title of the assignment, the student's name, the course title, and the date. The cover page is not included in the required page length.
3. Also include a reference page. The Citations and references should follow APA format. The reference page is not included in the required page length.