Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets

About this book

Harolds diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisors reading list.--Charles R. Schwab Chairman & CEO The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning and describes respected financial planning speaker and author Harold Evenskys effective optimal asset allocation policy that is designed to account for each clients unique goals and constraints. It provides you with concise yet thorough information on current investment theories along with detailed reference for further study.