Your client, Mr. Very Rich, would like you to invest five million dollars ($5,000,000) of his money for five years. He would like you to diversify his portfolio and not invest all his income in one investment stream, and he would like you to maximize his income. He is not risk averse, and would like to double his money, in five years if possible.

Please prepare a memorandum to be given to Mr. Very Rich outlining your investment plans. This plan should state the pros and cons of each of your investment strategy and your recommendation. This memorandum should not exceed 3 pages.

Answer rating: 100% (QA)

Your Company Letterhead Date Memorandum To Mr Very Rich From Your Name Financial Advisor Subject Investment Strategy Recommendation Dear Mr Very Rich I have carefully reviewed your investment objectiv... View the full answer