Click on a thumbnail to go to Google Books.
Investment Counseling for Private Clients III
No current Talk conversations about this book.
References to this work on external resources.
Wikipedia in English
Amazon.com Product Description (ISBN 0935015663, Paperback)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.
(retrieved from Amazon Thu, 12 Mar 2015 18:03:37 -0400)
No library descriptions found.
RatingAverage: No ratings.
Is this you?
Become a LibraryThing Author.