Indicate whether your investor (preserver or friendly follower) or (independent/accumulator) and explain in detail the main reasons behind this
In your analysis, you have to be very concise and critical and explain each point in details.
Investor Background:
Name: Thomas Smith
Age : 34
Gender: Male
Family : Recently engaged and has a Golden Retriever
Marital status : Engaged
Location : San Francisco
Education : Business Degree from Berkeley
Occupation: Senior Finance Manager at Google
Goal: Long-term investment / fast investment return ????
Ethnicity: White
Salary:$180 K
Net Worth: $ 5 million
Our client Mr. Thomas Smith is a Senior Finance Manager at Google. He leads the forecasting, reporting, and annual/strategic planning processes for Google Cloud develops long-range financial models based on drivers, working his way up to this position, starting as a junior financial analyst. Thomas is 34 years old and has been working at Google since he graduated with a bachelor’s degree in Business from Berkeley University in 2010. Thomas was accepted to Berkeley with a full undergraduate scholarship awarded for excellent academic achievements during his high school studies and his involvement in multiple financially related extracurricular activities. Furthermore, he has graduated from Berkeley with the highest distinction.
Thomas Smith grew up together with his two siblings in a middle-class family in the suburbs of San Francisco. He has acquired valuable skills and his working style from his very responsible and precise parents working as a nurse and primary school teacher. Currently, Thomas is at the stage of his life where he recently got engaged and takes care of a golden retriever together with his fiancé.
Thomas considers himself as an independent individualist and a value investor who is self-assured and “trust his gut”. His investment decisions are based on deep independent research and valuations and evaluation with minimal consultation with professionals. Mr. Smith began investing in the first year of his undergraduate studies. Since then, he has built a solid portfolio and is trying to beat the market in order to hold concentrated portfolio. Despite his success he is interested in enlisting our advisory in achieving his investment goals. Thomas believes that having significant control over the direction of his portfolio is critical, and he has shown a willingness to actively interact with us about his investments. Our client is a self-assured investor who is more interested in the cost savings we can offer, and the directions he can take to expand his holdings than in full portfolio advice.