Taxable accounts present some of the greatest challenges for managers. In developing portfolio policy and strategy, managers must take into account tax, legal, and (sometimes unique) client considerations, must integrate tax and estate planning with investment strategy, and often, must work with third parties to accomplish client goals. The authors in this proceedings tackles the complex issues that are specific to managing taxable portfolios with expertise and thoroughness. Proceedings of the November 1998 AIMR seminar "Investment Counseling for Taxable Investor."

Investment Counseling for Private Clients

Meir Statman

Joanne M. Hill

Maureen Busby Oster

Philip Penaloza

Nancy L. Jacob

Jean L.P. Brunel

Christopher G. Luck

R.B. Davidson III

William R. Levy

James M. Poterba

AIMR (CFA Institute)

Investment Counseling for Private Clients II

Education & Teaching

Dorothy C. Kelly

Leslie S. Kiefer

David M. Stein

Ivan Rudolph-Shabinsky

Joel M. Dickson

Gregory R. Friedman

Karen W. Spero

Studying & Workbooks

<p>Small is different from large. And the investment needs of private clients differ from those of institutional clients. These differences translate into specialized techniques for managing portfolios for private clients. This proceedings addresses the unique needs of private clients and the ensuing portfolio management approaches, approaches that range from diversification and asset allocation issues to estate planning and tax considerations.</p>

Investment Counseling for Private Clients III

Business & Money

Lee N. Price

Janet T. Miller

James E. Hughes Jr.

Darryl L. Meyers

Scott D. Welch

Robert N. Gordon

Lawrence J. Macklin

Patricia M. Thompson

David F. Lamere

Economics

<p>Nearly every investor's wealth has been negatively affected by the recent precipitous declines in the stock market. This development only adds to the challenges already facing private wealth managers, such as tax management, intergenerational wealth transfer, and business succession planning. Success depends on translating each client's specific goals and objectives into a focus on core investment objectives and on being able to maximize returns, reduce risk, and achieve adequate diversification. This proceedings brings together authors who are able to offer valuable insights on a wide array of topics associated with the unique demands of private wealth management.</p>

Investment Counseling for Private Clients IV

Lori R. Runquist

Louisa W. Sellers

Andrew F. Siegel

Natalie B. Choate

Fredda Herz Brown

John Philip Coghlan

Ernest M. Ankrim

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