Debt management class 5

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.