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Unformatted text preview: PROJECT #2 INVESTMENT POLICY STATEMENT (IPS) Hieu Nguyen December 5 th , 2007 BUS 172B MW 9:00-10:15 December 1 st , 2017 Steven Chang Senior Financial Advisor (408) 287-6501 [email protected] 1 Almaden Blvd, Ste 800 San Jose, CA 95113 Dear Steven, For the last ten years, I’ve became the person with balanced, seeking both growth of principal 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. about investing, and I plan to retire ten years from now....
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This note was uploaded on 12/06/2010 for the course BUS 172b taught by Professor Frankjones during the Spring '10 term at San Jose State.
- Spring '10