WE WRITE CUSTOM ACADEMIC PAPERS

100% Original, Plagiarism Free, Tailored to your instructions

Order Now!

INVESTMENT STRATEGIES

Project paper You are a managing partner of a prestigious investment counseling firm that specializes in individual rather than institutional accounts. The firm has developed a national reputation for its ability to blendmodern portfolio theory and traditional portfolio methods. You have written a number of articles on portfolio management and you are considered an authority on the subject of establishing investment policies and programs for individual clients tailored to their particular circumstances and needs. Dr. and Mrs. A.J. Mason have been referred to your firm and to you in particular. At your first meeting on August 1, 2012, Dr. Mason explained that he is an electrical engineer and long­time professor at a local university. He is also an inventor and, after 30 years of teaching, the right to oneof his patented inventions has just been acquired by a new electronics company, ACS, Inc.In anticipation of the potential value of his invention, Dr. Mason has followed his accountant’s advice and established a private corporation, wholly owned by the Masons to hold the title to the patented invention. It was this private corporation that sold the right to Dr. Mason’s invention to ACS, Inc. ACS, Inc. has agreed to pay $1 million in cash, payable at the closing on September 30, 2012, for the right to Dr. Mason’s invention. In addition, ACS, Inc. has agreed to pay royalties to Dr. Mason’s private corporation on its sales of systems that utilize the invention. While all parties are optimistic about prospects for success, they are also mindful of the risks associated with any new firm, especially those exposed to the technological obsolescence of the electronics industry. The management of ACS, Inc. has indicated to Dr. Mason that he might expectroyalties of as much as $100,000 in the first year of production and maximum royalties of as much as $500,000 annually thereafter.During your counseling meeting Mrs. Mason expressed concern for the proper investment of the $1 million initial payment. She pointed out that Dr. Mason has invested all of their savings into his inventions. Thus, they will have only their Social Security retirement benefits and a small pension from the local university to provide for their retirement. Dr. Mason will be 65 at September 30, 2013. His salary from the local university is currently $55,000 per year and he does not expect this amount to change between now and his planned retirement on his 65th birthday. After retirement Dr. Masonexpects to continue earning $10,000 ­ $25,000 annually from consulting and speaking engagements. The expected Social Security benefits are expected to be $1,800 per month beginning in October, 2013 and the annual pension from the local university is expected to be $15,000 per year beginning at the same time. Assuming the royalty payments from ACS, Inc. are equal to $100,000 in the first year and an average of $300,000 per year thereafter, the Masons are planning to help with the education of their six grandchildren. The grandchildren range in age from 8 to 12 years old. In addition, the Masons wish to establish a scholarship fund in the name of Dr. Mason at the local university that would provide $5,000 per year to one selected electrical engineering student. This scholarship should be self­ sustaining with its own investments.Both Dr. and Mrs. Mason have strongly indicated during the first appointment that they are conservative investorsand want a minimum risk of any losses. Project RequirementsYou and your fellow partners are to present a proposal that specifically meets the retirement investment objectives of the Masons listed below. Your proposal should be from 4 – 6 pages double spaces, Times Roman 12 pt. In addition, your team should include a cover page listing each member of your team and a separate list of any references used in preparing the proposal. The proposal must follow APA rules in structure and presentation.Dr. & Mrs. Mason’s Retirement Investment Objectives1. Provide $65,000 of withdrawals from the investment account each year. This amount will be in addition to the university pension and Social Security received each year. 2. Minimize income tax. 3. Include at least three types of investments. 4. 5. Provide for active management of the portfolio with an annual fee of 1% ­ 1 ½% of value in the investment portfolio.Provide an annual growth after all withdrawals and fees of 4% ­ 5%. 6. Provide funding for the six grandchildren’s education that will total $40,000 each when they reach the age of 18. 7. Provide for a continuing scholarship at the local university in the amount of $5,000 per year. Requiredwrite the investment strategy(which can mostly be a summary of the Mason’s investment objectives, and then what strategy we think will help to meet these objectives).

Our Service Charter

  1. Excellent Quality / 100% Plagiarism-Free

    We employ a number of measures to ensure top quality essays. The papers go through a system of quality control prior to delivery. We run plagiarism checks on each paper to ensure that they will be 100% plagiarism-free. So, only clean copies hit customers’ emails. We also never resell the papers completed by our writers. So, once it is checked using a plagiarism checker, the paper will be unique. Speaking of the academic writing standards, we will stick to the assignment brief given by the customer and assign the perfect writer. By saying “the perfect writer” we mean the one having an academic degree in the customer’s study field and positive feedback from other customers.
  2. Free Revisions

    We keep the quality bar of all papers high. But in case you need some extra brilliance to the paper, here’s what to do. First of all, you can choose a top writer. It means that we will assign an expert with a degree in your subject. And secondly, you can rely on our editing services. Our editors will revise your papers, checking whether or not they comply with high standards of academic writing. In addition, editing entails adjusting content if it’s off the topic, adding more sources, refining the language style, and making sure the referencing style is followed.
  3. Confidentiality / 100% No Disclosure

    We make sure that clients’ personal data remains confidential and is not exploited for any purposes beyond those related to our services. We only ask you to provide us with the information that is required to produce the paper according to your writing needs. Please note that the payment info is protected as well. Feel free to refer to the support team for more information about our payment methods. The fact that you used our service is kept secret due to the advanced security standards. So, you can be sure that no one will find out that you got a paper from our writing service.
  4. Money Back Guarantee

    If the writer doesn’t address all the questions on your assignment brief or the delivered paper appears to be off the topic, you can ask for a refund. Or, if it is applicable, you can opt in for free revision within 14-30 days, depending on your paper’s length. The revision or refund request should be sent within 14 days after delivery. The customer gets 100% money-back in case they haven't downloaded the paper. All approved refunds will be returned to the customer’s credit card or Bonus Balance in a form of store credit. Take a note that we will send an extra compensation if the customers goes with a store credit.
  5. 24/7 Customer Support

    We have a support team working 24/7 ready to give your issue concerning the order their immediate attention. If you have any questions about the ordering process, communication with the writer, payment options, feel free to join live chat. Be sure to get a fast response. They can also give you the exact price quote, taking into account the timing, desired academic level of the paper, and the number of pages.

Excellent Quality
Zero Plagiarism
Expert Writers

Instant Quote

Instant Quote
Subject:
Type:
Pages/Words:
Single spaced
approx 275 words per page
Urgency (Less urgent, less costly):
Level:
Currency:
Total Cost: NaN

Get 10% Off on your 1st order!