Larry Chambers, Ken Ziesenheim, Peter Trevisani

J.K. Lasser Pro Separate Account Management (eBook, PDF)

An Investment Management Strategy Designed for High Net Worth Individuals

• Format: PDF

Produktbeschreibung

A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEYMANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) werereserved for the sophisticated advisor who only served the verywealthy. Today, SAM programs have become available to most advisorsand several layers of the affluent. If you intend to work withaffluent clients that demand personal and flexible service, youmust have a complete understanding of this approach to moneymanagement-and J.K. Lasser Pro Separate Account Management is theperfect guide. Filled with in-depth insights and expert advice, J.K. Lasser ProSeparate Account Management will introduce you to the nuances ofseparate account management as well as show you how to use thisinvestment vehicle to build your business and help your clientsreach their financial goals. This invaluable resource will: * Take the mystery out of providing professional asset managementservices to a broad cross section of your clients * Educate you about the opportunities and advantages of usingseparately managed accounts * Provide you with information about how separately managedaccounts work as well as who should be in them * Illustrate how you can employ separately managed accounts in yourfinancial advisory practice * Learn how to convert from commission to fees * And much more Filled with practical guidance and vital information, J.K. LasserPro Separate Account Management is a valuable road map forfinancial professionals looking to master this unique approach tomanaging money.

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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 278
• Erscheinungstermin: 3. Juni 2003
• Englisch
• ISBN-13: 9780471441458
• Artikelnr.: 38199040

Autorenporträt

LARRY CHAMBERS is President of Chambers and Associates, afinancial-writing consulting firm. He is the author of thirty booksand 700 investment related articles. He was recently chosen asBusiness and Economics columnist for a three year period for PhiKappa Phi Forum. The Forum is the quarterly magazine of the PhiKappa Phi Honors Society, a community of scholars whose membershiphas grown to more than one million. KEN ZIESENHEIM, JD, LLM, CFP, is President of Thornburg Securitiesand Managing Director of Thornburg Investment Management Company.Ken is currently serving as a Trustee for the National Endowmentfor Financial Education (NEFE) and as a member of the EthicsCommittee for the FPA. He resides in Sebring, Florida. PETER TREVISANI, MBA, is Director of separate accounts at ThornburgInvestment Management based in Santa Fe, New Mexico. Peter was CEOof Waybid Technologies and prior to that worked as a sales traderon the foreign exchange desk for Lehman Brothers, UK.