After her husband died in 1994, Carol Brewer took over the investment management of her family. This case describes the decisions Brewer, made in the course of this process, including her choice to seek the active management of the account, her choice of an investment company, and its determination of the distribution of assets in its portfolio. In 2003, Brewer's previous revaluation of investment options, and with the changes, it may be necessary, in the future, in the light of its plans to retire in six years and live on the income from her investments. "Hide
by Richard S. Ruback, Julia D. Stevens Source: Harvard Business School 11 pages. Publication Date: July 30, 2003. Prod. #: 204017-PDF-ENG
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