Investment Portfolio Management Case Study

Investment Portfolio Management Case Study-65
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But families want a trusting relationship with someone they can count on.

They learned how the high cost of investment products, along with volatile markets, could never provide what they needed to secure their family’s future. Jack and Julie have been happily out of mutual funds and into Keith’s active asset management for the last ten years.

Jack enthusiastically referred his own parents, his children, and many friends willing to lower their risk and keep their money. When Bill & Dianne retired and sold their farm about six years ago, they needed to earn income by investing.

Jack & Julie are young professionals with teenage kids at home.

Jack is a senior executive with a Fortune 500 firm, and a knowledgeable, very conservative investor.


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