Portfolio Management: Theory and Practice is a book written to provide a short, non-technical introduction to portfolio design, implementation, monitoring, and management. It is directed towards investors wishing to understand critical asset management issues without having to become experts in the fields of finance, economics, and statistics. The book informs intelligent investors about global capital markets, relevant academic findings, and prudent decision making.

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Schultz Collins, Inc. is an SEC-registered independent investment advisory firm headquartered in San Francisco, with satellite offices in Washington, D.C. and Towson, MD. Our primary business is the supervision of portfolios for retirement plans, institutions, and individual investors. Since we began serving clients in 1995, we have sought to help investors make rational, informed, and intelligent investment decisions. Schultz Collins adheres rigorously to a fiduciary standard, and is nationally known for our expertise on fiduciary issues in portfolio management. Our advisors have been appointed to the faculty of the American Law Institute’s Continuing Legal Education program, and have taught courses at the University of San Francisco’s Graduate School of Management and the CFA Society’s CFA-Candidate Review Courses at Levels I, II and III.

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