172b 2nd project

172b 2nd project - PROJECT#2 INVESTMENT POLICY...

Info iconThis preview shows pages 1–3. Sign up to view the full content.

View Full Document Right Arrow Icon
PROJECT #2 INVESTMENT POLICY STATEMENT (IPS) December 5 th , 2007 BUS 172B MW 9:00-10:15
Background image of page 1

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
December 1 st , 2017 Dear Financial Advisor, For the last ten years, I’ve became the person with balanced, seeking both growth of principa and current income in the portfolio. I realized that I need to enjoy the wealth I have been able to accomplish all these times. I make about 150,000 a year, so I own a house in San Jose and it is currently appreciated because the dollar value has gone up. I am not required to work under hard conditions like most of my friends in the retails. Since I make enough to enjoy, I figured I can invest to make more my sons. Therefore, I decided to have you taken care of my assets for me. I am the man that would risk to gain because I love to gamble. However, when things do not seem appropriate, I tend to be more conservative to avoid unexpected losses. I am still young and very enthusiastic about investing, and I plan to retire ten years from now. Below are the assets I have listed out for you.
Background image of page 2
Image of page 3
This is the end of the preview. Sign up to access the rest of the document.

This note was uploaded on 09/08/2010 for the course BUS 172B at San Jose State.

Page1 / 5

172b 2nd project - PROJECT#2 INVESTMENT POLICY...

This preview shows document pages 1 - 3. Sign up to view the full document.

View Full Document Right Arrow Icon
Ask a homework question - tutors are online