Individually Managed Accounts: An Investor's Guide
Robert B. Jorgensen, Robert JorgensenISBN: 0471238635; 9780471238638;
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,...