Executive Summary Client Name : James Tupper Client Type : Individual Investor Client Subtype : Taxable Portfolio Age : 25 years old State : Ohio Tax Id : 12345678 Current Assets : $1,000,000 Modeled Return : 8.5% 1-year lost Limit (Worst case scenario) : -9.0% Purpose The purpose of this Investment Policy Statement is to assist the Client in effectively supervising, monitoring, and evaluating the Client’s investment portfolio. This investment program is defined…
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