A couple in their 30s never gave a second thought to professional money
management until they became the recipients of a sizeable inheritance
from a wealthy relative. Although they dabbled in do-it-yourself investing in
the past, the couple decided that this inheritance put them in a "serious
money" category -- which called for a much more sophisticated approach.
A separately managed account with the benefit of professional
money management, plus the consultative approach of a Financial
Advisor, could potentially meet their need. |
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