Rina Castillo Implementing Asset Allocation Principles

Rina Castillo lived the American Dream. A recent graduate of the Stanford School of Engineering, she was the first in her family not only to leave her native Mexico but also to attend and graduate from a university. While at Stanford, Castillo received a cash and stock offer for the advertising network she founded, which left her in a unique and newfound situation of wealth. This case describes a hypothetical investor faced with the challenges of investment strategy and asset allocation implementation, service provider selection, fee structure effects, and passive versus active investing, and rebalancing.