Investment Counsel for Private Clients

Name: Investment Counsel for Private Clients
Author: 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
ISBN: 9781879087224

Author 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

Publisher AIMR (CFA Institute)

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Book Details

Author(s)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

PublisherAIMR (CFA Institute)

ISBN / ASIN1879087227

ISBN-139781879087224

AvailabilityUsually ships in 24 hours

Sales Rank5,310,695

MarketplaceUnited States 🇺🇸

Description ▲

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.