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Melissa Brown, an analyst with Mollette Capital Advisors, is reviewing the client profile of Karrie Jones. Mollette manages all of Jones’ investment assets; however, since Brown is new to the firm, she has never met Jones. She does know, however, that Jones’ asset allocation is appropriate given her age and investment policy statement. The allocation of Jones’ portfolio is shown below:
Given Jones’ asset allocation, which of the following conclusions about Jones is most accurate? A. Jones has a low risk tolerance. B. Jones has a large amount of financial capital. C. Jones’ human capital makes up the bulk of her portfolio. |