Simple Asset Allocation Strate

Gibson, Roger C.

ISBN 10: 1883272319 / ISBN 13: 9781883272319

Published by Marketplace Books, 2000

About this Item

Item in very good condition! Textbooks may not include supplemental items i.e. CDs, access codes etc.

Seller Inventory # 00077802993

Bibliographic Details

• Title: Simple Asset Allocation Strate
• Publisher: Marketplace Books
• Publication Date: 2000
• Language: English
• ISBN 10: 1883272319
• ISBN 13: 9781883272319
• Binding: Soft cover
• Condition: Very Good

About this title

Synopsis

Asset allocation plays a key role in the money management process. Now, internationally acclaimed authority Roger Gibson focuses on two crucial factors for evaluating he right asset allocation mix...

* Assessing the time horizon and
* Determining the correct portfolio balance within a specified time horizon.

Both are essential for portfolios that perform to the needs of your clients. Gibson also explains how to involve clients in the decision making process, so their expecations are realistic and their commitment to the investment strategies more dedicated.

With a new foreword by Randal J. Moore and an introducting by the renowned Sir John Templeton, here's a great "refresher" course and useful checklist for practicing professionals, as well as an easy-reding reference for clients who want a better understanding of the investment process and your role in it.

About the Author

Roger C. Gibson, Chartered financial Analyst (CFA) is president of Gibson Capital Manaement, Inc. which provides money management services for high net worth and institutional clients nationwide.

Mr. Gibson is an internationally acclaimed expert in the field of investment policy and portfolio development. He is a sought after speaker on these topics, appearing frequently at conferences for the Securities Industry Institute, the International Asssociation for Financial Planning he American Institute of Certified Public Accountants and many ohers.

Mr. Gibson has served on the Editorial Advisory Board of the Journal of Financial Planning and is quoted often in respected financial publications including the Wall Street Journal, Forbes, Money, Fortune and The New York Times.

Money Magaazine has recognized Mr. Gibson as one of the top financial advisers in America, and his seminal work, the book Asset Allocation : Balancing Financial Risk, is widelyy considered to be the definitive work on the subject.