by Donald Trone (Author), Williaim Allbright (Author)
Investment pros know: skyrocket stocks and high-flying money managers come and go, but you only achieve superior long-term results by sticking with a sound, prudent, well-conceived investment plan. In The Management of Investment Decisions, pioneering financial consultant Donal Trone, along with William R. Allbright and Philip R. Traylor, presents the proper ways to: Analyze your client's current position and potential; Develop an Investment Policy Statement that all involved will read and, more importantly, understand; Approach, understand and build the portfolios of high net worth families.
Back Jacket
The Management of Investment Decisions seeks to fulfill the requests of numerous professional advisers and investors for a practical manual that lays out the step-by-step process for the proper management of investment decisions. Investment decisions need thoughtful management, no less than other critical areas within an investor's business, family, or charitable interests. The Management of Investment Decisions provides you with clear guidance to practical, readily identifiable, and easily adaptable steps to a comprehensive investment management process.