Active Investing Wealth Management for High Net Worth Individuals

Business & Finance, Personal Finance, Money Management, Finance & Investing, Investments & Securities
Cover of the book Active Investing Wealth Management for High Net Worth Individuals by Gary J. Harloff, Xlibris US
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Author: Gary J. Harloff ISBN: 9781450003780
Publisher: Xlibris US Publication: January 18, 2010
Imprint: Xlibris US Language: English
Author: Gary J. Harloff
ISBN: 9781450003780
Publisher: Xlibris US
Publication: January 18, 2010
Imprint: Xlibris US
Language: English

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 managers 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

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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 managers 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

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