Investment Counseling for Private Clients III

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Investment Counseling for Private Clients III image
ISBN-10:

0935015663

ISBN-13:

9780935015669

Released: Aug 01, 2001
Format: Paperback, 112 pages

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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