Introduction

This educational book provides much of the information needed for an individual to play a more effective management role in his or her own active investing wealth management process. The book is a primer of the investing portion of the wealth management process. The overall wealth management process is comprehensive and not a product that can be bought or sold.

Wealth Management Concepts

Wealth management concepts and examples of high net worth individuals, family offices, endowments, and pension plans are presented and discussed. The wealth manager and active investment manager should be separate people with the latter owning the investment results. Active investing strategies are shown to add value over common investing wealth management practice.

Academic Foundations

Foundational academic investment literature are reviewed and analyzed to provide an understanding of the premises employed by the investing community.

What You Will Learn

Read this book to learn: how to evaluate your manager's investment expertise by being better informed, whether to keep your financial manager because of their investment skill or attention to your family, how to evaluate proposals from several financial managers.