The False Hope of Global Diversification: Confessions of a Portfolio Management Maverick - Couverture souple

Ross, Michael

Couverture souple

ISBN 10 : 1544532113 ISBN 13 : 9781544532110

Editeur : Houndstooth Press, 2022

Synopsis

Most financial advisors and planners have known since the 1990s that global diversification of client investments using funds and EFTs is an outdated technique. The system just doesn’t perform well. So why are we still doing it?

In The False Hope of Global Diversification, Wall Street and portfolio management veteran Michael Ross explains why it doesn’t perform well—laying out step by step what financial advisors should be doing instead to protect their clients’ assets.

Learn how to grow your clients’ wealth using a diversified portfolio of primarily US-based companies and US company bonds. Improve portfolio performance, reduce costs, and raise client satisfaction to new heights.

Along the way, Ross offers pragmatic, real-world examples for presenting the system to clients in ways they will understand and appreciate (and even be excited about)—boosting client confidence through good markets and bad for their long-term success.

A propos du livre

À propos de l?auteur

Michael Ross is a co-founder of the Academy of Certified Portfolio Managers and has been managing stock and bond portfolios for wealth management clients for almost a quarter of a century. Having survived six bear markets in his career, Ross is a maverick, disagreeing with most traditional asset allocation and financial planning approaches. He believes that when you manage risk well, the returns take care of themselves.Through this philosophy, Ross and his team have managed well over a half-billion dollars of overall portfolio funds, with an average individual account value of about $500,000-as well as assisting other investment advisors throughout the US in managing both taxable and IRA accounts. Learn more at falsehopeglobaldiversification.com.

Détails de l'édition

• Éditeur: Houndstooth Press
• Date d'édition: 2022
• Langue: anglais
• ISBN 10: 1544532113
• ISBN 13: 9781544532110
• Reliure: Broché
• Nombre de pages: 136
• Coordonnées du fabricant: non disponible
• Personne responsable: non disponible