| Praise for Individually Managed Accounts "Individually Managed Accounts: An Investor’s Guide is a great step-by-step, how-to guide not only for high net worth investors but the professional advisors who serve them." –Leonard Reinhart, CEO and Founder, Lockwood Financial "Robert Jorgensen is really a leader in the area of individually managed accounts. This book is a great contribution to the rapidly growing body of knowledge on IMAs and the advantages they can bring to the tax-efficient investor." –Donald C. Cody, President and CEO, Tax-Efficient Investor "This is the first book that brings readers inside the world of private professional money management. The interviews with the eight professional money management firms are worth the purchase price alone. This book goes a long way to helping individual investors understand what it takes to manage a stock and bond portfolio 365 days a year." –Gordon J. Ceresino, CEO, Harris Bretall Sullivan & Smith LLC "For high net worth investors, Individually Managed Accounts: An Investor’s Guide is ideal for implementing financial plans arising from life-changing situations such as a capital windfall, a divorce, or the settlement of an estate." –Mark C. Hill, CFP, CDP If, like many investors whose portfolios have matured, you are now willing to invest more than $50,000 of your hard-earned money, you’re ready for the most effective, personalized form of investing available today–Individually Managed Accounts (IMAs). Rather than pooling your money with other investors in a fund over which you have virtually no control, IMAs allow you to hire a professional money manager who will tailor your finances to your specific goals and help you increase your net returns through maximum net after-tax efficiency. |
内容加载中，请稍后...
商品评论（0条）