Investment Counseling for Private Clients III

• Authors: Jean L.P. Brunel - David M. Stein - Gregory R. Friedman - Lee N. Price - Janet T. Miller -…
• ISBN 10: 0935015663
• ISBN 13: 9780935015669
• Release: August 1, 2001
• Format: Paperback (112 pages)
• List Price: $25.00
• More Details
  
  

  List Price: $25.00

  Tags: Business & Investing, Economics,

  Book 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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