Ordinary citizens, serving on the boards of hospitals, colleges, museums, or charities, make up the group of trustees who manage the $1 trillion in foundation funds in America today. This is the first-ever guide to successful investment policy written for these volunteers and appointees, as well as for corporate retirement plan trustees. Full of practical guidelines for new trustees on everything from the nature of the investment process to a handy glossary of key terms.
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John Guy is president of Wealth Planning&Management, LLC, an investment advisory, financial planning, and money management firm in Indianapolis.
John is author of two books. How To Invest Someone Else's Money (1994), and the novel, Middle Man, A Broker's Tale (2010). Middle Man arose from John's experiences as a stockbroker and as a securities industry arbitrator.
John is author of two books. How To Invest Someone Else's Money (1994), and the novel, Middle Man, A Broker's Tale (2010). Middle Man arose from John's experiences as a stockbroker and as a securities industry arbitrator.
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