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

by Harold R. Evensky

Book Overview

Concerned with the management of assets, this work outlines methods for attracting new clients, managing their expectations and establishing workable investment plans. The book provides financial... This description may be from another edition of this product.

• Format: Hardcover
• Language: English
• ISBN: 0786304782
• ISBN13: 9780786304783
• Release Date: August 1997
• Publisher: McGraw-Hill
• Length: 481 Pages
• Weight: 1.88 lbs.
• Dimensions: 1.6" x 6.5" x 9.3"

Customer Reviews

A Great Treatise on Wealth Management

Mr. Evensky's book has had a profound impact on my wealth management philosophy. He is very effective in blending the broad scope of investment management theory with "real world", practical application. I found it particularly useful because it is not a book written by an academic who has never sat across the table from a client and held their hand through the good times and the tough. This is a must read for any serious manager of wealth.A. Todd Black, CFP

Excellent mixture of practical advice and theory

I had expected a typical fluff, despite Evensky's fine reputation. I has very surprised at this mixture of practical advice and theory. Pointers are given to other sources for those more theoretically inclined. Some of the practical advice (software recommendations and such) won't age as gracefully as the text itself, these packages will become obsolete before the book. Nevertheless, I'd highly recommend it for anyone who is looking to understand the basics of risk/reward, the importance of asset allocation, and the theoretical material that led to these ideas.

A must read for all investment advisors!

Harold generously shares his knowledge, not only in solid investment thought, but in practical application. If you've ever wanted to know how to practically apply investment research to your own portfolios, this is the book that will do it