1) Your client wants to primarily protect the familys wealth. 1) Recommend the specific investments/products and 2) clearly explain to your client why you recommend those investments/products. Note* it has to be the specific bond of stock, or other. Use the screener!

2) Your client want to primarily growth the family wealth over the next 15-20 years, and it's willing to ride the systematic risk. Recommend 3 stocks or ETFs, and 2) clearly explain your recommendations using the factors (growth vs value, small vs large). Note, your grade depends on your research, and the ability to explain your ideas.