Legacy: The History of Separately Managed Accounts

by Sydney LeBlanc

Learn about the struggles, the disappointments, and the victories of the advisors who fought to change the face of this powerful industry. Legacy not only answers the questions that, up to now, have... This description may be from another edition of this product.

• Format: Hardcover
• Language: English
• ISBN: 0972195807
• ISBN13: 9780972195805
• Release Date: December 2002
• Publisher: The Money Management Institute
• Length: 183 Pages
• Weight: 1.20 lbs.

Customer Reviews

A History of Investment Management Consulting

This book gave me the historical perspective of the evolution of the separately managed account (SMA) as well as the investment consulting profession that has blossomed in the past three decades. The author completed extensive research and delivers the information in a logical manner that helps explain the people involved in the development of the SMA and the supporting SMA platforms and technology. A good read for the professional investment management consultant.