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Investment Counsel for Private Clients
by: John W. Peavy III, Charlotte Beyer, Peter Davis, H. Scott Miller, Jean L.P. Brunel, Brian A. Murdock, David L. Mead, Frank E. Helsom, George D. Friedlander, Diane M. Spirandelli, Warren N. Koontz, William R. Levy, Dwight D. Churchill R. Gregg Stone
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Binding: Paperback
Dewey Decimal Number: 332.6
EAN: 9781879087224
ISBN: 1879087227
Label: AIMR (CFA Institute)
Manufacturer: AIMR (CFA Institute)
Number Of Items: 1
Number Of Pages: 104
Publication Date: April 01, 1993
Publisher: AIMR (CFA Institute)
Studio: AIMR (CFA Institute)
Editorial Review:
Providing investment guidance to clients who have substantial assets is a special challenge. This proceedings addresses issues related to setting long-term goals and implementing strategies for the many "pools of funds" available to wealthy clients.
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