Investment advisor Essay

Investment advisor Essay

An Mock Investment Advisor Case Analysis

– Mini Case Assume that you recently graduated and have just reported to work as an investment advisor at the brokerage firm of Balik and Kiefer Inc. One of the firm’s clients is Michelle DellaTorre, a professional tennis player who has just come to the United States from Chile. DellaTorre is a highly ranked tennis player who would like to start a company to produce and market apparel she designs. She also expects to invest substantial amounts of money through Balik and Kiefer. DellaTorre is very bright, and she would like to understand in general terms what will happen to her money….  

A Standard Guide in Bond Investments

– A Standard Guide in Bond Investments Millions of Americans are cautious as to how they invest their money or where they should invest their money; whether it’s to invest in real estate, stocks, and mutual funds; or take a safer approach by choosing a conservative options and invest in bonds. While establishing their financial planning, most American chose to invest in stocks and mutual funds because of the potential in hope of a larger return for their investment. Whereas, conservative bonds such as government and corporate bonds offer lots of potential and investment growth in the long run….  

Problem Solution Intersect Investments

– Problem Solution: Intersect Investment Services Corporation Intersect Investment Services needs to make an internal sales transformation to add value to customers, employees, products and services. Intersect provides a broad set of products and services to individual consumers and small businesses. In the past Intersect made quick sales calls, this technique was based around numbers. The more potential customers they contact the more sales possibilities. This technique provided no room for personalization or trust….  

Rebalancing the Student Managed Investment Fund

– Question 1: The company that I was assigned was Exelixis Inc. The organization is a small-cap growth company in the health care sector, and is expected to underperform the market over the next six months with very high risk ( Based on the value line report for this security, short-term gains are feasible. Having a technical rating of 2, which was raised recently, it is likely that Exelixis Inc. will grow in the short term. However, long-term, this stock scores poorly with a rating of 4 for timeliness….  

Intersect Investment Situational Analysis

– Situation Analysis and Problem Statement The following paper will discuss the situational background of Intersect Investment Services, a financial company who’s CEO has identified a new vision: to “Provide a broad set of products and services to consumer and small business customers using a model of customer intimacy that will build long-term relationships based on trust and value to the customer.” (UoP, 2006)…. ;