Carol Brewer took over the direction of the investments of her family. This case describes her determination of asset allocation within her portfolio, her selection of an investment firm, and the choices Brewer made during this procedure, including her choice to seek active account direction.
In 2003, Brewer was contemplating changes that she might have to make later on in light of her plans to retire in 6 years & live on the income from her investments and is reassessing her preceding investment options.
This is just an excerpt. This case is about FINANCE & ACCOUNTING
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