Phoenix Publishes Managed Account Book
October 28, 2002
Phoenix Investment Partners, the investment management subsidiary of The Phoenix Cos. has published a handbook called "The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts."The book focuses on the best practices of top advisors in separately managed accounts.
The book, authored by Stephen D. Gresham, features commentary by more than 40 of whom he considers to be the most successful fee-based advisors and executives in the industry.
Gresham is a noted wealth management expert and speaker, and also serves as an executive VP and director of sales and marketing for Phoenix's private client group.