Question

Describe in detail the procedure and steps in professional portfolio management

Answer 1

Situation and Goals

Planning for the future requires having a clear understanding of an investor’s current situation in relation to where they want to be. That requires a thorough assessment of current assets, liabilities, cash flow and investments in light of the investor's most important goals. Goals need to be clearly defined and quantified so that the assessment can identify any gaps between the current investment strategy and the stated goals. This step needs to include a frank discussion about the investor’s values, beliefs and priorities, all of which set the course for developing an investme

Answer 2

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• Some of the specific roles include speech pathologist, occupational therapist, physical therapist, school counselor, or teacher's aide (helping one or two special needs children in a mainstream classroom).