Art of Investing and Portfolio Management

[Cordes_The Art of Investing and Portfolio Management, 2E_0071498303] [back cover] The six-step program used by top institutional investors-tailored to drive any size portfolio The Art of Investing and Portfolio Managementconcentrates the collected skill sets and strategies of today's top financial minds into an actionable, six-step process that can improve the performance of any portfolio. Three founders of a major investment management and consulting firm clearly outline how to capitalize in today's markets by using a time-tested approach to investing that has helped the rich get richer for decades. Dedicating a full chapter to each step, this thorough guide explains how to: Conduct a personal financial analysis Assemble a top-performing portfolio Hire the proper investment strategist Seamlessly implement your plan Balance your portfolio Efficiently monitor your progress This new Second Edition offers an updated look at how the same techniques used to build today's multibillion-dollar portfolios for institutional investment plans can be applied to your portfolio in order to achieve your long-term financial goals. This revised edition also includes a cutting-edge chapter dedicated to helping Baby Boomers create a prosperous retirement portfolio that will provide them with a source of income throughout their golden years. [Flap copy] The Art of Investing and Portfolio Managementlays out a six-step investing program honed by today's top institutional investors to be secure and profitable, yet flexible to fit any investing style and portfolio size. Updated to address the latest market changes, this newly revised Second Edition offers fresh insight into a variety of wealth-growing strategies used at today's leading institutional investment firms, together with nuts-and-bolts action steps for the individual investor. This updated edition also features an entirely new chapter dedicated to retirement planning and income. The Baby Boomer generation will be the first in history to fund their own retirement, and this cutting-edge guide offers the latest techniques for cost planning and risk management to ensure you create an institutional-quality retirement portfolio that delivers the income, security, and growth you'll need to live your desired lifestyle. The Art of Investing and Portfolio Managementgives you the same tools and knowledge skilled professionals use to build and manage multibillion-dollar pension plans, endowments, and trusts. Suitable for every serious long-term investor, this authoritative guide shows you how to: Hire your team-identify the right investment mangers, strategists, and advisors to help you avoid pitfalls and stay on course with your goals Choose the best investments-align your long-term financial objectives with the proper investment vehicles, including mutual funds, Exchange Traded Funds, and private accounts Invest without emotion-consistently make smarter, more informed decisions about your portfolio By masteringThe Art of Investing and Portfolio Management, you'll put yourself in a category above the rest by investing with the stone-cold composure of a professional, which will lead to greater profits and worry-free trading. Ronald Cordes,Brian O'Toole, andRichard Steinyare the cofounders and principals of AssetMark Investment Services, Inc., one of the nation's leading providers of investment consulting and management services to fee-based investment advisors. Working together over the past two decades, they have built an organization with over $11 billion of assets under management on behalf of more than 4,000 investment advisors and 45,000 individual clients.Cordes, Ronald is the author of 'Art of Investing and Portfolio Management', published 2008 under ISBN 9780071498302 and ISBN 0071498303.