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Investment Counseling for Private Clients III
by: Janet T. Miller, James E. Hughes Jr., Darryl L. Meyers, Jean L.P. Brunel, Scott D. Welch, Robert N. Gordon, David M. Stein, Lee N. Price, Gregory R. Friedman, Lawrence J. Macklin, Patricia M. Thompson, David F. Lamere
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Binding: Paperback
EAN: 9780935015669
ISBN: 0935015663
Label: AIMR (CFA Institute)
Manufacturer: AIMR (CFA Institute)
Number Of Pages: 112
Publication Date: August 01, 2001
Publisher: AIMR (CFA Institute)
Studio: AIMR (CFA Institute)
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Editorial Review:
Small is different from large. And the investment needs of private clients differ from those of institutional clients. These differences translate into specialized techniques for managing portfolios for private clients. This proceedings addresses the unique needs of private clients and the ensuing portfolio management approaches, approaches that range from diversification and asset allocation issues to estate planning and tax considerations.
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