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Download Investment Counseling for Private Clients III by 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 in PDF format completely FREE. No registration required, no payment needed. Get instant access to this valuable resource on PDFdrive.to!
About Investment Counseling for Private Clients III
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.
Detailed Information
| 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 |
|---|---|
| Publication Year: | 2001 |
| ISBN: | 9780935015669 |
| Pages: | 109 |
| Language: | English |
| File Size: | 0.879 |
| Format: | |
| Price: | FREE |
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