Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets [Hardcover]

Harold Evensky (Author)

Book Description

Publication Date: August 1, 1997

``Harold's diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor's reading list.''--Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky's effective, optimal asset allocation policy that is designed to account for each client's unique goals and constraints. It provides you with concise yet thorough information on current investment theories, along with detailed reference for further study.

Editorial Reviews

About the Author

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Product Details

• Hardcover: 481 pages
• Publisher: McGraw-Hill (August 1, 1997)
• Language: English
• ISBN-10: 0786304782
• ISBN-13: 978-0786304783
• Product Dimensions: 8.7 x 6.3 x 1.6 inches
• Shipping Weight: 1.9 pounds
• Average Customer Review: 5.0 out of 5 stars  See all reviews (3 customer reviews)
• Amazon Best Sellers Rank: #776,778 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

34 of 35 people found the following review helpful:

5.0 out of 5 stars Excellent mixture of practical advice and theory, February 26, 1999

By A Customer

This review is from: Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets (Hardcover)

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.

9 of 10 people found the following review helpful:

5.0 out of 5 stars A Great Treatise on Wealth Management, July 19, 2001

By 

A. Todd Black (Cumming, GA United States) - See all my reviews
(REAL NAME)   

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This review is from: Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets (Hardcover)

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

11 of 18 people found the following review helpful:

5.0 out of 5 stars A must read for all investment advisors!, March 15, 1997

By A Customer

This review is from: Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets (Hardcover)

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