The purpose of this case is to provide you with the opportunity to identify investment needs, establish investment goals, and design an investment program.

The Pride Family has decided to take the cash from under their mattresses and invest in various financial instruments. The family consists of Grandma Ann (age 75), Mom and Dad Pride (both age 50), and sons Frank (age 25) and Michael (age 22). They meet with the financial planner, Providence, to discuss their individual risk tolerance levels and their investment portfolio objectives.

1. Based on the above portfolio, what type of investors are Frank and Mike are considered to be?
2. Based on the above portfolio, what is Frank and Mikes risk tolerance level?

Intermediate Bonds 10% Large-Cap Stocks 20% Emerging Market Stocks 10% International Stocks 20% Mid-Cap Stocks 20% Small-Cap Stocks 20%