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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.

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