how to attract clients, business and finance homework help


Apa citations and references

There must be 4 or references with page number or para number in the citations.

Rubic grading of task below:

We grade Discussion Boards and Individual Projects using three project criteria: Task Requirements, Demonstration and Application of Knowledge, and Academic Writing and Format. We score each project criterion using four performance values: Unsatisfactory, Developing, Effective, and Proficient. Please see the following tables for the details.

ABC Advisory Services LLC is a thriving, San Francisco–based professional investment management company catering to the investment needs of clients with high net worth. The company is a federally and state-registered investment advisor with the Securities and Exchange Commission (SEC). Its staff consists of 35 advisors, financial analysts, traders, portfolio managers, and a support staff managing $250 million for 120 individual and institutional clients. ABC’s minimum account size is $250,000. You have been hired as a financial analyst by ABC. Your main job function is to support the firm’s financial advisors with various client acquisitions, services, and retention efforts.

John Stewart has recently joined ABC in the capacity of an investment advisor. As a way to attract additional clients, John has asked for your help in preparing some educational material for a seminar taking place later this month.

He has asked you put together a report on the following investments and calculate the returns of these investments (including dollar values and percentages) to illustrate how they work.


  1. Perform the 5 calculations listed below:
    • Show all of your work as well as any formulas that you used.
    • If you used MS Excel to arrive at your answers, then you must provide an explanation of your methodology.

A stock that does not pay a dividend of which you buy 100 shares for $25.00 per share and sell the 100 shares for $27.50 per share a year later. You pay the $50.00 commission when you sell the securities.

A 5-year bond that you purchase for $1,000 pays a 6% yearly rate. It is paid semiannually, and you hold the bond until maturity.

The current yield on a bond that is priced at $89 has a 6% coupon.

The yield-to-maturity (YTM) on a 7.25% ($1,000 par value) bond that has 10 years remaining to maturity, currently trading in the market at $825.

The holding period return (HPR) for 1,000 shares of a no-load mutual fund currently selling at an NAV of $11, purchased a year ago at an NAV of $10.50 per share, including $300 of distributed investment income dividends and capital gains dividends of $350.

  1. Next, answer the following questions:
    • Explain systematic and unsystematic (also known as nonsystematic) risk.
    • What are the different types of investments a person can make?
    • Explain a stock’s beta coefficient and how it ties into systematic versus unsystematic risk.
    • What are the differences between the various types of bonds?
    • What do bond ratings indicate, and what 2 major agencies are in charge of assigning these ratings?
  2. Compile your calculations, MS Excel tables and explanations (if applicable), and your responses to the 5 points above into a single Word document.

To included excel calculations and word document to be 4 pages in length