Re: FM doesn't like investment-less portfolios?
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Posted by Mike Jordana on September 16, 2005 at 18:19:45:
In Reply to: Re: FM doesn't like investment-less portfolios? posted by Mike Jordana on September 16, 2005 at 18:16:27:
Aargh! Let me try again... 1 Master Level (just a "holder" for subsequent sub-portfolios, NO INVESTMENTS)
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2```+- My personal taxable portfolio (has investments)
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3```+- Taxable portfolio - client 1 (has investments)
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4```+- Taxable portfolio - client 2 (has investments)
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5```+- Portfolio "holder" client 3 (NO INVESTMENTS)
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6````````+- Tax-deferred portfolio - client 3 (has investments)
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7````````+- Taxable portfolio acct - client 3 (has investments)
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