(Mobile library) Astonishing Legends J.K. Lasser Pro Separate Account Management: An Investment Management Strategy Designed for High Net Worth Individuals (J.K. Lasser Pro.)
♛ Larry Chambers, Ken Ziesenheim, Peter Trevisani ♛
||From the Inside Flap|After decades of being dismissed as a serious contender in the investment arena, separately managed accounts–also known as individually managed accounts or managed accounts–have finally come into their own. Today, separately man
A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS
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 underst...
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