The role of a financial advisor responsible for developing an investment portfolio

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Assume the role of a financial advisor responsible for developing an investment portfolio for a client. In developing the portfolio,you will interpret client financial information and craft a sound and informed portfolio that is personalized to the unique needs of your client. You will also selectfive stocks from a provided list and produce valuations by selecting the most appropriate valuation model. These valuations may also be used within theportfolio you are developing for your client.Specifically, the following critical elements must be addressed:I. Client Analysis: In this section, you will analyze your clients’ financial documentation and determine their risk tolerance and objectives. To effectivelyaddress the critical elements in this section, you must analyze the information for both client one and client two.A. Analyze each client’s financial documentation in order to perform the following evaluative activities. Be sure to support your analysis withrelevant client information.
Explain the clients’ risk tolerances.
Explain the clients’ return objectives.
Explain the clients’ liquidity objectives.B. Using the three objectives above, write a brief investment statement classifying the clients into one of the following categories: growth, income,or capital preservation. Justify your response with specific client information.II. Stock Analysis: In this section, you will select five stocks from the provided list and determine their values by applying an appropriate valuation modelfrom the following options: price to multiple model (earning or sales), dividend valuation model, or free cash flow to equity valuation model.A. Determine the value of each stock by using an appropriate model based on the characteristics provided for each stock; use each model at leastonce.B. Provide a rationale for the stock valuation method you chose for each stock. Cite specific information to support your decisions.C. Using the calculated valuation, the current market price, and historical performance, determine the expected return for each stock.III. Portfolio Development: In this section, you will develop a portfolio for a client (Ezra or Jacob and Rachel) based on the client’s risk tolerance, returnobjectives, and liquidity objectives. You will select appropriate assets from the provided list

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