Project #2 - Investment Policy Statement Dr. Trance...

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Investment Policy Statement Dr. Trance Professor Jones Business 172B May 09, 2007
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Ashley Hastings Financial Advisor 438 E El Camino Real Sunnyvale, CA 94087 Dear Ashley, After working for many years, I have decided its time for a well deserved vacation. During the time I am gone, I have chosen you to be my financial advisor. You will find attached to this cover letter an investment policy statement, which lists explicit instructions of how I want my capital to be managed. The investment policy statement will be divided into three parts. My investment assets, retirement assets, and real wealth will need to be closely watched. There will be detailed instructions of how each of the asset allocation should be supervised. This IPS is based on my characteristics, both personal and financial, and my own understanding of the financial markets. I look forward to working with you. I have instilled great trust that you can manage my portfolio according to my wishes. If you need any more information from me feel free to contact me. Sincerely, Dr. Trance Investment Banker Elixir Medical Corporation 870 Hermosa Dr. Sunnyvale, CA 94085 (408) 328 – 5234 2
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Personal Characteristics A. Financial 1. Real Wealth I have a 5 bedroom house in Silver Creek Valley that is worth about $1.5 million, along with a 2007 Lexus IS250 and a Mercedes Benz S-55 AMG.
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This note was uploaded on 09/08/2010 for the course BUS 172B at San Jose State.

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Project #2 - Investment Policy Statement Dr. Trance...

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