Title: Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets
Publisher: McGraw-Hill
Publication Date: 1997
Language: English
ISBN 10: 0786304782
ISBN 13: 9780786304783
Binding: Hardcover
Condition: Very Good
Dust Jacket Condition: No Jacket
Weight: 1.88 pounds

About this title

Synopsis

``Harold's diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor's reading list.''--Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky's effective, optimal asset allocation policy that is designed to account for each client's unique goals and constraints. It provides you with concise yet thorough information on current investment theories, along with detailed reference for further study.

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