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Individually Managed Accounts: An Investor's Guide - Hardcover - GOOD

StonebridgeITS
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Condition:
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“Minor dust cover wear. Binding is tight. Pages are crisp and clean. Personalized inscription on ”... Read moreabout condition
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Last updated on 14 Jul, 2022 01:10:40 AESTView all revisionsView all revisions

Item specifics

Condition
Good
A book that has been read but is in good condition. Very minimal damage to the cover including scuff marks, but no holes or tears. The dust jacket for hard covers may not be included. Binding has minimal wear. The majority of pages are undamaged with minimal creasing or tearing, minimal pencil underlining of text, no highlighting of text, no writing in margins. No missing pages. See the seller’s listing for full details and description of any imperfections. See all condition definitionsopens in a new window or tab
Seller notes
“Minor dust cover wear. Binding is tight. Pages are crisp and clean. Personalized inscription on ...
Brand
Unbranded
MPN
Does not apply
ISBN
9780471238638

About this product

Product Information

Praise for Individually Managed Accounts "Individually Managed Accounts: An Investor's Guide is a great stepbystep, howto 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 taxefficient investor." Donald C. Cody, President and CEO, TaxEfficient 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 lifechanging 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 hardearned money, you're ready for the most effective, personalized form of investing available todayIndividually 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 aftertax efficiency.

Product Identifiers

Publisher
Wiley & Sons, Incorporated, John
ISBN-10
0471238635
ISBN-13
9780471238638
eBay Product ID (ePID)
2265705

Product Key Features

Book Title
Individually Managed Accounts : an Investor's Guide
Number of Pages
288 Pages
Language
English
Publication Year
2003
Topic
Investments & Securities / Portfolio Management, Finance / General, Investments & Securities / Analysis & Trading Strategies, Investments & Securities / General
Illustrator
Yes
Genre
Business & Economics
Author
Robert B. Jorgensen
Book Series
Wiley Finance Ser.
Format
Hardcover

Dimensions

Item Height
1 in
Item Weight
18.6 Oz
Item Length
9.3 in
Item Width
6.1 in

Additional Product Features

Intended Audience
Trade
Dewey Edition
21
Lccn
2002-013610
Series Volume Number
131
Dewey Decimal
332.6
Lc Classification Number
Hg4529.5.J67 2003
Table of Content
Preface.Introduction.PART ONE: Mutual Funds vs. Individually Managed Accounts: The Great Debate.CHAPTER 1. Know Your Investments.Individually Managed Accounts.The Goal of this Book.In the Next Chapter.CHAPTER 2. The Struggle for Tax Efficiency.Disadvantages of Mutual Funds.An SEC Mandate.Two Distinct Taxes.Variable Annuities Arent the Answer.The IMA Approach.What A Professional Money Manager Can Do for You.In the Next Chapter.CHAPTER 3. The Impact of Expenses.All Kinds of Fees.The Supermarket Question.The Chutzpah Fee.Soft-Dollar Fees.The Real Impact of Fees.The Real Issue on Fees.In the Next Chapter.CHAPTER 4. The Feeling Isnt Mutual.Whats Happening with Your Money?Index Mutual Funds: the Real Story.Closed-End Funds and Exchange Traded Funds.Conclusion.In the Next Chapter.PART TWO: The Key Ingredients to Building a Professionally Managed Portfolio.CHAPTER 5. The Business of Investment Management.Stock Investment Styles.Fixed-Income Investment Styles.How Professional Money Managers.Earn Their Money.In the Next Chapter.CHAPTER 6. The Reality of Managing Risk.Types of Investment Risk.Connecting with Investors.Operational Risk.Measuring Investment Risk.Time Out for Some Math Review.Derivatives.In the Next Chapter.Notes.CHAPTER 7. The Challenge of Asset Allocation.Different Strokes.The Asset Allocation Dialogue AmongProfessional Money Managers.In the Next Chapter.Notes.CHAPTER 8. The Folly of Self-Investing.Essential Qualities to Look for in an Investment Professional.What You Think You Know Can Hurt You.Three Investment Traps.Conclusion.In the Next Chapter.CHAPTER 9. Managing Your Investment Managers: The Process of InvestmentManagement Consulting.First Things First: The Investment Policy Statement.The Next Step: Developing an Investment Philosophy.Why Work with an Investment Advisor?How Do You Find a Competent Investment Advisor?Referrals as Your Ultimate Solution to Findinga Financial Advisor.In the Next Chapter.PART THREE: The Secrets of Success: Money Managers and Clients RevealedInterviews with Some of Americas Best Money Management Firms.CHAPTER 10. Real Life Stories from the Field.The Reluctant Business Owner.The Divorcee.Mutual Fund Man.The Doctor Who Knew Too Much.The Margin Trader.Newsletter Man.In the Next Chapter.CHAPTER 11. Meeting Top-Tier Money Managers: Tax-Efficient and Growth Managers.Tax Efficient Discipline: John Springrose,of 1838 Investment Advisors.The Big Picture on Growth: Jack Sullivan,of Harris Bretall, Sullivan & Smith.Growth By the Numbers: Louis Navellier,of Navellier and Asso.A Twelve-Point Focus: Jim Huguet, of Great Companies.In the Next Chapter.CHAPTER 12. Meeting Top-Tier Money Managers: Value and Core Managers.Thoroughly Modern Value: James Hesser,of Rorer Asset Management.Core Strategies: John Waterman, of Rittenhouse Nuveen.In the Next Chapter.CHAPTER 13. Meeting Top-Tier Money Managers: International and Fixed Income Managers.Value with a Global Touch: Robert Gallagher,of Brandes Investment Partners.The World of Bonds: Steve Wlodarski,of McDonnell Investment Management.In the Last Chapter.CHAPTER 14. IMAs Today and Tomorrow.Four Industry Perspectives.An Industry Poised For Growth.Advice And Guidance.Finding Success is in the Math.Managed Accounts for $50,000.Multidiscipline Accounts: the IMA of the Future?Financial Technology for the Managed Account Industry.Conclusion.APPENDIX A: Investment Professional Certified Designations.APPENDIX B: Industry Associations.Regulating Agencies.Investment Licenses

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