Presentation Title

Simulation of Wealth Management Strategies

Location

Lilliard Science Center A 044

Abstract

The study follows the role of a wealth manager by mimicking and executing three portfolio scenarios for three hypothetical clients with different time horizons. The first client being a young individual right out of med school, the second is a female exec in the age range of 45-50 years and the third is a 70 year old individual looking to leave behind a legacy. The study utilizes different investment management strategies to achieve the goals of each individual client. The three portfolios intend to analyze and execute wealth strategies suited to be beneficial for each client.

Presentation Type

Individual Presentation

Start Date

4-10-2018 2:30 PM

End Date

4-10-2018 3:45 PM

Panel

Finance and Investment

Field of Study for Presentation

Finance

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Apr 10th, 2:30 PM Apr 10th, 3:45 PM

Simulation of Wealth Management Strategies

Lilliard Science Center A 044

The study follows the role of a wealth manager by mimicking and executing three portfolio scenarios for three hypothetical clients with different time horizons. The first client being a young individual right out of med school, the second is a female exec in the age range of 45-50 years and the third is a 70 year old individual looking to leave behind a legacy. The study utilizes different investment management strategies to achieve the goals of each individual client. The three portfolios intend to analyze and execute wealth strategies suited to be beneficial for each client.