1. Executive summary and portfolio recommendation overview: Overall summary of t
1. Executive summary and portfolio recommendation overview: Overall summary of t 1. Executive summary and portfolio recommendation overview: Overall summary of the investment thesis and portfolio recommendation. (1 page) 2.Overview of the portfolio’s investment goal: Presentation of the investor’s goal and risk profile that is guiding the construction of the recommended portfolio.(1 page) 3.Tactical asset allocation (TAA):…