Outlines a 6-step investment process pioneered by AssetMark Investment Services and perfected by premier institutional investment firms. This title helps readers to understand and implement the best strategies of the top investment minds while building and maintaining their own portfolio.
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The six-step program used by top institutional investors-tailored to drive any size portfolio
The Art of Investing and Portfolio Management concentrates the collected skill sets and strategies of today's top financial minds into an actionable, six-step process that can improve the performance of any portfolio. Three founders of a major investment management and consulting firm clearly outline how to capitalize in today's markets by using a time-tested approach to investing that has helped the rich get richer for decades.
Dedicating a full chapter to each step, this thorough guide explains how to:
- Conduct a personal financial analysis
- Assemble a top-performing portfolio
- Hire the proper investment strategist
- Seamlessly implement your plan
- Balance your portfolio
- Efficiently monitor your progress
This new Second Edition offers an updated look at how the same techniques used to build today's multibillion-dollar portfolios for institutional investment plans can be applied to your portfolio in order to achieve your long-term financial goals. This revised edition also includes a cutting-edge chapter dedicated to helping Baby Boomers create a prosperous retirement portfolio that will provide them with a source of income throughout their golden years.
