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| Investment Counseling for Private Clients III | 
 enlarge | Authors: 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
Publisher: AIMR (CFA Institute)
Category: Book
Buy New: $25.00
New (2) Used (2) from $19.40
Sales Rank: 2187789
Media: Paperback
Pages: 112
Shipping Weight (lbs): 0.6
Dimensions (in): 10.7 x 8.3 x 0.4
ISBN: 0935015663
EAN: 9780935015669
ASIN: 0935015663
Publication Date: August 1, 2001
Availability: Usually ships in 24 hours
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Product Description
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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