Imagine that you are a financial manager researching investments for your client. Think of a friend or a family
member as a client. Define their characteristics and goals such as an employee or employer, relatively young
(less than 40 years) or close to retirement, having some savings/property, a risk taker or risk averter, etc. Next,
use Nexis Uni at the Strayer University library, located at Nexis Uni, click on “Company Dossier” to research
the stock of any U.S. publicly traded company that you may consider as an investment opportunity for your
client. Your investment should align with your client’s investment goals.
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