J.K. Lasser Pro Separate Account Management
An Investment Management Strategy Designed for High Net Worth Individuals
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J.K. Lasser Pro Separate Account Management by Larry Chambers
Book DescriptionA 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 understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide. Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will: Take the mystery out of providing professional asset management services to a broad cross section of your clients Educate you about the opportunities and advantages of using separately managed accounts Provide you with information about how separately managed accounts work as well as who should be in them Illustrate how you can employ separately managed accounts in your financial advisory practice Learn how to convert from commission to fees And much more Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.
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Book DetailsISBN: 9780471249764
(238mm x 162mm x 24mm)
Imprint: John Wiley & Sons Inc
Publisher: John Wiley & Sons Inc
Publish Date: 21-May-2003
Country of Publication: United States
Books By Author Larry Chambers
First Time Investor, Paperback (April 2004)
Presents a talk on how to make money in stock market - and how to avoid losing it. This guide reveals: six investment principles various brokers should tell you; top ten techniques for protecting your 401(k); and, asset allocation strategies for greater return at lower risk.
Protect Your 401(k), Paperback (October 2002)» View all books by Larry Chambers
Providing information for workers looking to protect their company 401(k) assets, this book explains what a 401(k) is, and how to take advantage of matching programs. It covers: steps every worker should take first; how 401(k) plans work; advanced strategies for putting a plan to work; warning signs of a 401(k) provider in trouble; and more.
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Author Biography - Larry Chambers
LARRY CHAMBERS is President of Chambers and Associates, a financial-writing consulting firm. He is the author of thirty books and 700 investment related articles. He was recently chosen as Business and Economics columnist for a three year period for Phi Kappa Phi Forum. The Forum is the quarterly magazine of the Phi Kappa Phi Honors Society, a community of scholars whose membership has grown to more than one million. KEN ZIESENHEIM, JD, LLM, CFP, is President of Thornburg Securities and Managing Director of Thornburg Investment Management Company. Ken is currently serving as a Trustee for the National Endowment for Financial Education (NEFE) and as a member of the Ethics Committee for the FPA. He resides in Sebring, Florida. PETER TREVISANI, MBA, is Director of separate accounts at Thornburg Investment Management based in Santa Fe, New Mexico. Peter was CEO of Waybid Technologies and prior to that worked as a sales trader on the foreign exchange desk for Lehman Brothers, UK.
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