Separate Account Management: An Investment Management Stategy Designed for High Net Worth Individuals

by Larry Chambers, Ken Ziesenheim, Peter Trevisani

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...

• Format: Hardcover
• Language: English
• ISBN: 0471249769
• ISBN13: 9780471249764
• Release Date: March 2003
• Publisher: John Wiley & Sons
• Length: 277 Pages
• Weight: 1.15 lbs.
• Dimensions: 1.0" x 7.1" x 9.2"