Client Relationship Representative Interview Questions

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Your clients Mr. and Ms. Brown are having a child. They are both 27 years old and are trying to set up a college fund for the kid. They are have 150k cash for investment. In addition, The Brown's parents are both contributing 20k. How would you allocate their portfolio.
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Client Relationship Specialist

Interviewed at Vanguard

3.7
Apr 20, 2016

Your clients Mr. and Ms. Brown are having a child. They are both 27 years old and are trying to set up a college fund for the kid. They are have 150k cash for investment. In addition, The Brown's parents are both contributing 20k. How would you allocate their portfolio.

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