Question: Question 8 1 points Sami has a client, Dr. Redfield, who is a medical researcher with a global reputation. Dr. Redfield has asked for a
Question 8 1 points Sami has a client, Dr. Redfield, who is a medical researcher with a global reputation. Dr. Redfield has asked for a meeting to talk about a new account structure. He wants the ability to avoid certain companies for investments but does not want to make his own investment decisions. He would also like advice on investment decisions related Redfield at their meeting? to tax planning strategies. But he is not interested in any services other than Investment management services. What type of account should Sami recommend to Dr. Household account Separately managed account Mutual fund wrap Direct guidance account
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