Investment Counseling for Private Clients III
By Unknown Author.
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. - from Amzon
ISBN(s)
0935015663, 9780935015669
