Separate Account Management : An Investment Management Strategy Designed for High Net Worth Individuals
Language: English
Published by Wiley & Sons, Incorporated, John, 2003
- Hardcover
- Used
Seller: Better World Books, Mishawaka, IN, U.S.A.Better World Books
AbeBooks seller since August 3, 2006
Condition: Used - Good
£ 46.22
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Add to basketItem description from seller
Former library copy. Pages intact with minimal writing/highlighting. The binding may be loose and creased. Dust jackets/supplements are not included. Includes library markings. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good.
Seller Inventory # 8181049-6
- Title
- Separate Account Management : An Investment Management Strategy Designed for High Net Worth Individuals
- Author
- Chambers, Larry, Ziesenheim, Ken, Trevisani, Peter, Motola, Alex
- Publisher
- Wiley & Sons, Incorporated, John
- Publication year
- 2003
- Condition
- Good
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 0471249769
- ISBN 13
- 9780471249764
- Item weight
- 1.415 pounds
- Dimensions
- N/A
Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management–and J.K. Lasser Pro Separate Account Management is the perfect guide.
Filled with in–depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals.
This invaluable resource will:
∗ Take the mystery out of providing professional asset management services to a broad cross section of your clients
∗ Educate you about the opportunities and advantages of using separately managed accounts
∗ Provide you with information about how separately managed accounts work as well as who should be in them
∗ Illustrate how you can employ separately managed accounts in your financial advisory practice
∗ Learn how to convert from commission to fees
∗ And much more
Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.
"Synopsis" may belong to another edition of this title.
About the Author
KEN ZIESENHEIM, JD, LLM, CFP, is President of Thornburg Securities and Managing Director of Thornburg Investment Management Company. Ken is currently serving as a Trustee for the National Endowment for Financial Education (NEFE) and as a member of the Ethics Committee for the FPA. He resides in Sebring, Florida.
PETER TREVISANI, MBA, is Director of separate accounts at Thornburg Investment Management based in Santa Fe, New Mexico. Peter was CEO of Waybid Technologies and prior to that worked as a sales trader on the foreign exchange desk for Lehman Brothers, UK.
"About the title" may belong to another edition of this title.
Better World Books
Mishawaka, IN, U.S.A.
AbeBooks seller since August 3, 2006
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Better World Books (https://www.BetterWorldBooks.com) is a for-profit, socially conscious business and a global online bookseller that collects and sells new and used books online, matching each purchase with a book donation. Each sale generates funds for literacy and education initiatives in the U.S., the UK, and around the world. Since its launch in 2003, Better World Books has raised $33 million for libraries and literacy, donated over 32 million books, and reused or recycled more than 397 million books.…
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