required:

1. Identify 2 changes that you would recommend for improving the overall rate of return on the client's investment portfolio.
2. Describe the 4 investment indicators used by investment advisors for analyzing a company's financial information for potential purchase.
3. Explain to your clients 2 strategies that you will use to minimize investment risk in their portfolio.
4. Provide and explain an appropriate asset allocation mix.

Vour Client's List of Assets, Liabilities, Income \& Expenses