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Nat2105 [25]
2 years ago
10

If a client is moderately risk averse and has an investment objective of capital preservation, what types and allocation of inve

stments would you recommend for this customer?
Business
1 answer:
Elis [28]2 years ago
6 0

I would recommend for this customer a mix of investment grade bonds and cash or cash equivalents.

An individual with an investment objective of capital preservation should be investing in a mix of investment grade bonds and cash or cash equivalents lower risk capital appreciation vehicles, such as large-cap common stock, should also be considered. The other choices noted are too risky for a risk-averse investor.

Fixed earnings is a funding method focused on the maintenance of capital and earnings. It commonly includes investments like government and corporate bonds, CDs, and cash marketplace finances. fixed income can offer a consistent stream of earnings with less risk than stocks.

Learn more about Investment here:-brainly.com/question/20159917

#SPJ4

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