Product Description

Investment pros know: skyrocket stocks and high-flying money managers come and go, but you only achieve superior long-term results by sticking with a sound, prudent, well-conceived investment plan. In The Management of Investment Decisions, pioneering financial consultant Donal Trone, along with William R. Allbright and Philip R. Traylor, presents the proper ways to: Analyze your client's current position and potential; Develop an Investment Policy Statement that all involved will read and, more importantly, understand; Approach, understand and build the portfolios of high net worth families.

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worth the time to read        Rating:

I found the book easy to read and understand. A helpful tool to understanding the process of investing.

An Excellent Resource for Investment Consultants        Rating:

This book helps an investment consultant to develop a disciplined approach to investment management. The concepts addressed in this book provide the investment professional with guidance in the development of prudent investment practices.

What Fiduciaries, Trustees, and Professionals need to know        Rating:

This book is excellent. If you are responsible for investing other people's money as a professional, on the board of a foundation or endowment or are someone who is a trustee on an account, this book is for you. This book goes over important guidelines that should be followed to protect the funds and yourself.

Sound Advice on Prudent Asset Allocation        Rating:

The text was clear, concise, and provided valuable practical insight into the role of an investment advisor with respect to a well-developed investment policy statement and asset allocation methodology. The reading will be of great value to any portfolio consultant looking to manage funds prudently and with success.

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