Question

"A Registered Investment Adviser has a retired client who wishes to put aside funds for the purchase of a car 5 years from now. Preservation of capital is important to this client. The RIA should recommend investments in:"

Answer 1

C. I, II, III

Step-by-step explanation:

As it is mentioned that the customer wants the funds for the 5 years and the preservation of the capital is significant to the client.

In this, the certificate of bank and the money market is relevant, also the 5 year treasury bond is considered as the fund is required for 5 years so it would be matured till that time

But the treasury strips for the 30 days is not considered as the given time period is 5 years but it is only for 30 days

Hence, the correct option is C.