Microsoft Word - Project #2 IPS

Microsoft Word - Project #2 IPS - Business 172B Portfolio...

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Business 172B – Portfolio Management Investment Policy Statement Dr. Frank Jones Ryan Guerrettaz 12/9/2009
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Dear Mr. Anderson, I am writing you this letter to inform you that I have chosen you to manage my portfolio while I am on vacation for the next year. I have been managing my own portfolio for quite some time now and have down well for myself. I am at a point in my life where I need to step-back and reflect, really enjoy what the world has to offer me. That said my wife and I are planning to travel the world over the next year and are entrusting you with the task of managing our wealth. In the following pages you will find my Investment Policy Statement. This statement will guide you to the type of investments and style of investments that I would invest in if I were managing my own wealth again. You will find an investment as well as a retirement portfolio, my assets and liabilities, my risk tolerance, and everything else you need to properly manage my money while I am gone. This future of our wealth is of utmost importance to me and my wife. That is why we have chosen you Mr. Anderson, because you are one of the best, and our money deserves nothing less than the best. Thank you in advance for taking such good care while we are gone. Respectfully, Ryan Guerrettaz
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I. Personal Characteristics A. Financial Level of Wealth Value Value Financial Assets Car Loan - Sports Car
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Microsoft Word - Project #2 IPS - Business 172B Portfolio...

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