Active Investing Wealth Management for High Net Worth Individuals
This educational book provides much of the information needed for an individual to play a more effective management role in his or her own active investing wealth management process. The book is a primer of the investing portion of the wealth management process. The overall wealth management process is comprehensive and not a product that can be bought or sold. Wealth management concepts and examples of high net worth individuals, family offices, endowments, and pension plans are presented and discussed. The wealth manager and active investment manager should be separate people with the latter owning the investment results. Active investing strategies are shown to add value over common investing wealth management practice. Foundational academic investment literature are reviewed and analyzed to provide an understanding of the premises employed by the investing community.

Read this book to learn:

• how to evaluate your manager's investment expertise by being better informed
• whether to keep your financial manager because of their investment skill or attention to your family
• how to evaluate proposals from several financial managers
1124014679
Active Investing Wealth Management for High Net Worth Individuals
This educational book provides much of the information needed for an individual to play a more effective management role in his or her own active investing wealth management process. The book is a primer of the investing portion of the wealth management process. The overall wealth management process is comprehensive and not a product that can be bought or sold. Wealth management concepts and examples of high net worth individuals, family offices, endowments, and pension plans are presented and discussed. The wealth manager and active investment manager should be separate people with the latter owning the investment results. Active investing strategies are shown to add value over common investing wealth management practice. Foundational academic investment literature are reviewed and analyzed to provide an understanding of the premises employed by the investing community.

Read this book to learn:

• how to evaluate your manager's investment expertise by being better informed
• whether to keep your financial manager because of their investment skill or attention to your family
• how to evaluate proposals from several financial managers
8.99 In Stock
Active Investing Wealth Management for High Net Worth Individuals

Active Investing Wealth Management for High Net Worth Individuals

by Dr. Gary J. Harloff, PhD
Active Investing Wealth Management for High Net Worth Individuals

Active Investing Wealth Management for High Net Worth Individuals

by Dr. Gary J. Harloff, PhD

eBook

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Overview

This educational book provides much of the information needed for an individual to play a more effective management role in his or her own active investing wealth management process. The book is a primer of the investing portion of the wealth management process. The overall wealth management process is comprehensive and not a product that can be bought or sold. Wealth management concepts and examples of high net worth individuals, family offices, endowments, and pension plans are presented and discussed. The wealth manager and active investment manager should be separate people with the latter owning the investment results. Active investing strategies are shown to add value over common investing wealth management practice. Foundational academic investment literature are reviewed and analyzed to provide an understanding of the premises employed by the investing community.

Read this book to learn:

• how to evaluate your manager's investment expertise by being better informed
• whether to keep your financial manager because of their investment skill or attention to your family
• how to evaluate proposals from several financial managers

Product Details

ISBN-13: 9781450003780
Publisher: Xlibris US
Publication date: 01/18/2010
Sold by: Barnes & Noble
Format: eBook
Pages: 145
File size: 858 KB
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