Individually Managed Accounts: An Investor′s Guide

Individually Managed Accounts: An Investor's Guide presents the first comprehensive read on this increasingly popular investment vehicle. Through in-depth insights culled from years of experience, financial expert Robert Jorgensen fully explains what IMAs are, how they can be used, and the related pros and cons of investing in them compared to such alternatives as mutual funds. Individually Managed Accounts is the most comprehensive guide written about IMAs and explores investment options, alternatives, costs, risks, myths, and realities. This book provides step-by-step guidance and professional advice, and will show you how to select, retain, and work with an investment manager within an IMA.

Composed of three equally informative parts, this comprehensive guide provides the most well-rounded discussion of IMAs available today.

Part I highlights issues relevant to the challenge of achieving a real return from investments, net of fees and taxes

Part II introduces fundamental issues related to professional money management and investor behavior

Part III presents real-life advantages of implementing IMAs through case studies and interviews with managers

After all is said and done, successful investing isn't about how much money you make, it's about how much you keep. IMAs were built on this premise, and they continue to deliver on their promise. By letting you customize your money management to control tax situations, reflect other investment holdings, and mirror personal investment preferences, IMAs have become one of the best ways to invest your money and an optimal way to achieve better returns. Individually Managed Accounts offers detailed instructions on how you can unlock the tremendous potential of this investment vehicle. This is one financial opportunity you can't afford to miss.

"Individually Managed Accounts: An Investor's Guide is a great step-by-step, how-to guide not only for high net worth investors but the professional advisors who serve them."
-Leonard Reinhart, CEO and Founder, Lockwood Financial

"Robert Jorgensen is really a leader in the area of individually managed accounts. This book is a great contribution to the rapidly growing body of knowledge on IMAs and the advantages they can bring to the tax-efficient investor."
-Donald C. Cody, President and CEO, Tax-Efficient Investor

"This is the first book that brings readers inside the world of private professional money management. The interviews with the eight professional money management firms are worth the purchase price alone. This book goes a long way to helping individual investors understand what it takes to manage a stock and bond portfolio 365 days a year."
-Gordon J. Ceresino, CEO, Harris Bretall Sullivan & Smith LLC

"For high net worth investors, Individually Managed Accounts: An Investor's Guide is ideal for implementing financial plans arising from life-changing situations such as a capital windfall, a divorce, or the settlement of an estate."
-Mark C. Hill, CFP, CDP

If, like many investors whose portfolios have matured, you are now willing to invest more than $50,000 of your hard-earned money, you're ready for the most effective, personalized form of investing available today-Individually Managed Accounts (IMAs). Rather than pooling your money with other investors in a fund over which you have virtually no control, IMAs allow you to hire a professional money manager who will tailor your finances to your specific goals and help you increase your net returns through maximum net after-tax efficiency.