Portfolio Management for the Affluent : Guide to a tax-efficient, low-cost, growth-oriented portfolio

 
9781893958173: Portfolio Management for the Affluent : Guide to a tax-efficient, low-cost, growth-oriented portfolio
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This book is written with the intention of providing a portfolio management guide for the investor who is already financially comfortable. Most personal finance books advise readers on how to accumulate wealth and save for retirement. This book focuses instead on the financial needs of investors who have already accumulated significant assets. It outlines simple, straight-forward investment concepts and strategies that will help the affluent investor continue to create wealth to outpace inflation and taxes. Many of the ideas in this book are perhaps already familiar to institutional or other professional investors, but not to the individual investor. It is my goal to present these ideas and topics in an easily understandable way so that all investors can benefit.

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About the Author:

is an independent, Registered Investment Advisor practicing in the State of California. Since 1986 Mr. Chaussée has focused on advising affluent individuals and business owners. He received a Bachelor of Arts degree from the University of California at Berkeley and a Master's degree from the American Graduate School of International Management (Thunderbird). Mr. Chaussée lives in southern California with his wife and three children.

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