The Investment Think Tank : Theory, Strategy, and Practice for Advisers

ISBN 10: 157660165X / ISBN 13: 9781576601655

Published by Wiley & Sons, Incorporated, John, 2004

About this Item

Former library copy. Pages intact with minimal writing/highlighting. The binding may be loose and creased. Dust jackets/supplements are not included. Includes library markings. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good.

Seller Inventory # 15755649-6

Bibliographic Details

• Title: The Investment Think Tank : Theory, Strategy, and Practice for Advisers
• Publisher: Wiley & Sons, Incorporated, John
• Publication Date: 2004
• Language: English
• ISBN 10: 157660165X
• ISBN 13: 9781576601655
• Binding: Hardcover
• Edition: First Edition.
• Condition: Good
• Weight: 2.019 pounds

About this title

Synopsis

- Among the thought leaders contributing to the book are:
- Ross Levin, nationally known adviser and author of The Wealth Management Index, on monitoring success in helping clients reach their goals
- William Reichenstein, professor of finance, insurance, and real estate at Baylor University, on asset allocation
- Don Phillips, managing director of Morningstar, Inc., on constructing a portfolio of mutual funds
- Roger Ibbotson, founder and chairman of Ibbotson Associates and finance professor at Yale School of Management, on controlling risk in a retirement portfolio--and many more.
- Audience: Professionals who advise retail and institutional investors
- The biggest names, the biggest ideas in investment management, together in one book
- The media constantly call upon co-editors Evensky and Katz

About the Author

Harold Evensky is chairman of Evensky & Katz, a financial-advisory firm in Coral Gables, Florida. Deena B. Katz is president. Their innovation and skill have earned them the loyalty of clients; their daring and dedication have won them the respect of their peers. Evensky is the author of Wealth Management: The Financial Advisor’s Guide to Investing and Managing Client Assets; Katz is the author of Deena Katz on Practice Management and Deena Katz’s Tools and Templates for Your Practice. Together they’ve also coedited Retirement Income Redesigned. Both are featured speakers at national and international investment-management and financial-planning conferences, and both are published widely and quoted extensively in financial journals and in newspapers.