9780935015867: Investment Counseling for Private Clients IV
View all copies of this ISBN edition:
 
 

Nearly every investor's wealth has been negatively affected by the recent precipitous declines in the stock market. This development only adds to the challenges already facing private wealth managers, such as tax management, intergenerational wealth transfer, and business succession planning. Success depends on translating each client's specific goals and objectives into a focus on core investment objectives and on being able to maximize returns, reduce risk, and achieve adequate diversification. This proceedings brings together authors who are able to offer valuable insights on a wide array of topics associated with the unique demands of private wealth management.

"synopsis" may belong to another edition of this title.

Top Search Results from the AbeBooks Marketplace

1.

Lori R. Runquist; Louisa W. Sellers; Jean L.P. Brunel; David M. Stein; Andrew F. Siegel; Natalie B. Choate; Fredda Herz Brown; John Philip Coghlan; Meir Statman; Ernest M. Ankrim
Published by AIMR (CFA Institute) (2002)
ISBN 10: 0935015868 ISBN 13: 9780935015867
New Softcover Quantity Available: 1
Seller:
Irish Booksellers
(Portland, ME, U.S.A.)
Rating
[?]

Book Description AIMR (CFA Institute), 2002. Condition: New. book. Seller Inventory # M0935015868

More information about this seller | Contact this seller

Buy New
US$ 43.41
Convert currency

Add to Basket

Shipping: US$ 3.27
Within U.S.A.
Destination, rates & speeds

2.

Lori R. Runquist
Published by AIMR (CFA Institute) (2002)
ISBN 10: 0935015868 ISBN 13: 9780935015867
New Paperback Quantity Available: 1
Seller:
Books Express
(Portsmouth, NH, U.S.A.)
Rating
[?]

Book Description AIMR (CFA Institute), 2002. Paperback. Condition: New. Ships with Tracking Number! INTERNATIONAL WORLDWIDE Shipping available. Buy with confidence, excellent customer service!. Seller Inventory # 0935015868n

More information about this seller | Contact this seller

Buy New
US$ 153.59
Convert currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, rates & speeds