Investment Counseling for Private Clients III - Softcover
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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- PublisherAIMR (CFA Institute)
- Publication date2001
- ISBN 10 0935015663
- ISBN 13 9780935015669
- BindingPaperback
- Number of pages112
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Investment Counseling for Private Clients III
Published by
AIMR (CFA Institute)
(2001)
ISBN 10: 0935015663
ISBN 13: 9780935015669
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paperback
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Book Description paperback. Condition: Good. Connecting readers with great books since 1972! Used textbooks may not include companion materials such as access codes, etc. May have some wear or writing/highlighting. We ship orders daily and Customer Service is our top priority!. Seller Inventory # S_377799746
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Investment Counseling for Private Clients III: Proceedings of the Aimr Seminar Integrated Wealth Management: Investment Management, Taxes, Estate Planning, and Wealth Transfer
Published by
Inst of Chartered Financial
(2001)
ISBN 10: 0935015663
ISBN 13: 9780935015669
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Softcover
Quantity: 1
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Book Description Condition: VeryGood. Most items will be dispatched the same or the next working day. Seller Inventory # wbs3332719931
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