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Tags archive: Investment Management

Home /Tag: Investment Management
Columns

PFP | Analyzing an Investment Manager’s Proposal

By  Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

February 2017 0

CPA financial planners frequently are asked to review proposals from investment managers. While these assignments can be challenging, the following strategies can help guide individuals…

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