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Investment Counseling for Private Clients III

Name: Investment Counseling for Private Clients III
Author: 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
ISBN: 9780935015669

AuthorJanet 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

PublisherAIMR (CFA Institute)

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Book Details

Author(s)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

PublisherAIMR (CFA Institute)

ISBN / ASIN0935015663

ISBN-139780935015669

MarketplaceFrance 🇫🇷

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.