You Had to Let a Client Know That Her Portfolio

question 40

Multiple Choice

You had to let a client know that her portfolio experienced losses. Which of the following would be the best choice to use in the closing of your message?

• A) Again, we are sorry that we were not able to do better with your investments this year.
• B) Unfortunately many investors experienced losses in this tough economic climate.
• C) To increase your investment return going forward, we suggest that you adjust your portfolio according to our recommendations.
• D) We hope that you can overlook this past year's poor performance and trust that we will do better for your portfolio in the coming years.
• E) We appreciate your understanding for the losses you incurred and look forward to doing business together in the future.