Start a Successful Mutual Fund: The Step-by-Step Reference Guide to Make It Happen - Softcover

Gerber, Melinda

Softcover

ISBN 10: 097227880X ISBN 13: 9780972278805

Publisher: JV Books, 2004

Synopsis

How to start a mutual fund... and be successful.

Start a Successful Mutual Fund: The Step-by-Step Reference Guide to Make It Happen sets out everything you need to know about getting a fund off the ground: what to do, what it will cost, how to avoid common pitfalls, how to build a fund that will survive.

Author Melinda Gerber drew on in-depth professional knowledge and an exhaustive list of sources in the mutual fund industry to write the only book available about starting an open-end mutual fund. Among the revelations:

· The golden profitability point ($33M or less in assets under management!)
· All the steps from conception to inception
· "Watch outs" that can dramatically save costs
· Low-to-no cost marketing strategies
· Day 1 expectations and preparations

About this title

About the Author:

Melinda Gerber served as the secretary on the board of directors for the Ameristock Corporation and the Ameristock Mutual Fund. Concurrently, she worked as a project manager and consultant at GAP, Inc., where she was recognized as one of the five most innovative individuals in the entire company. While she has written several internal corporate publications, her first was a marketing-and-implementation manual for Levi Strauss & Co. Ms. Gerber earned an MBA from the University of Southern California and a BS from the University of California, Santa Barbara. Ms. Gerber resides with her family in Moraga, CA, where she is working on her next book.

Review:

This is an absolute must-read for anyone who is thinking of starting their own mutual fund! -- Louis P. Stanasolovich, CEO and President, Legend Financial Advisors, Inc: “

...a complete business plan and guideline for the successful launch of a new mutual fund. Melinda Gerber has covered everything. -- Amy Domini, Founder and CEO, Domini Social Investments

...finally a step-by-step guide to encourage more fresh thinking...this book is a wonderful guide for future fund leaders. -- Don Phillips, Managing Director, Morningstar, Inc.

About this edition

• Publisher: JV Books
• Publication date: 2004
• ISBN 10: 097227880X
• ISBN 13: 9780972278805
• Binding: Paperback
• Number of pages: 320