Wealth management / Harold Evensky (cop. 1997)

Wealth management : the financial advisor's guide to investing and managing client's assets de Harold Evensky "Wealth Management" describes, in detail, the process for developing an effective, optimal asset allocation policy designed to account for each client's unique goals and constraints. Author and financial planner Harold Evensky outlines a wealth management program that begins with client education and risk tolerance evaluation, continues with optimization and investment policy development and concludes with implementation by multiple money managers. Unlike simplistic model portfolios, generic lifecycle models or black box optimizer solutions, Evensky's program places goal achievement over investment performance. The result is a wealth management program dedicated to the client, instead of the investment.