Individually Managed Accounts: An Investor's Guide

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Wiley, Feb 3, 2003 - Business & Economics - 288 pages
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The first investor-friendly book on IMAs
By 2010 nearly five million households will invest more than $2.6 trillion in individually managed accounts (IMAs). Today nearly $470 billion is invested in IMAs, yet not one book has clearly addressed the topic-until now. Individually Managed Accounts: An Investor's Guide shows investors what IMAs are, how to use them, and the related pros and cons of investing in them compared to other investment alternatives.
Robert Jorgensen, CIMA (San Diego, CA), is the founder and CEO of RunMoney. He also founded Lockwood Pacific Investment Group and held senior positions at E. F. Hutton and Salomon Smith Barney. He is a regular speaker at numerous financial forums.

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About the author (2003)

ROBERT B. JORGENSEN, CIMA, is National Director of Training for The Center for Advisor Development. He is an investment industry consultant with over twenty years of experience providing individually managed account services. In 1997, he was nationally ranked in the top 2% of advisors and received Salomon Smith Barney's top award for exemplary service to his clients and peers. In 1999, he became CEO and founder of an online investment advisory firm called RunMoney Corp., which he sold to Persimmon Research Partners in 2002. Jorgensen is a frequent conference speaker and has been featured in articles in The Wall Street Journal, Money, Worth, BusinessWeek, and SmartMoney. He earned his Certified Investment Management Analyst (CIMA) designation through IMCA and the executive training division of the Wharton Business School in 1996. He has a BS degree from the University of Oregon and an MBA from Barrington University.

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