November 2012
Beginner
423 pages
13h 27m
English
book
The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors, + Website
by Gregory Curtis
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Chapter 10
Adding Value to Family Investment Portfolios
Price is what you pay. Value is what you get.
—Warren Buffett
Over a very long period of time, the greatest value will be added to a portfolio by the long-term asset allocation strategy the family and its advisor have selected. That's one reason it's so important to get asset allocation right.
But once the allocation strategy has been settled on, there are numerous other ways in which a family and a good advisor can add value. In this chapter we'll briefly discuss those value-adding techniques.
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