TITLE

Mutual Fund Alternatives: Should Planners Step Outside the Box?

AUTHOR(S)
Most, Bruce W.
PUB. DATE
February 1998
SOURCE
Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p46
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article presents a sampling of alternatives that financial planners use for their clients or are investigating for possible use in the future. Most planners are forced to deal with individual stocks to some degree, even if they do not want to. New clients bring individual securities in with their existing portfolio, perhaps in the form of employer-issued stock or a loose bundle of stocks the client picked up over the years. For planners who believe in the value of individual stocks but do not want to pick them, an increasingly popular option these days is individually managed separate accounts, or wrap accounts. Planners with particularly wealthy clients may be exposed to venture-capital deals since their clients move in networks where these deals occur.
ACCESSION #
268951

 

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