Rudy Wong, Investment Advisor – Case study

APA PAPER WITH NO PLAGERISMWhat is the role of an investment advisor, and how does an advisor such as Rudy Wong attempt to add value.What are the pros and cons of questionnaires and profiling (see case Exhibits 5 and 6 in terms of assisting in the development of an investment plan? What should you include in an investment policy statement?To what extend do emotions and phycological factors affect investment decisions, and how should Wong account for this, given the state of the financial markets as of March 2009.What investment strategies and advice should Wong provide to each of his four clients? how should he communicate with each client?