Active Investing Wealth Management for High Net Worth Individuals

About the Book

This educational book provides much of the information needed for an individual to play a more effective management role in his or her own active investing wealth management process. The book is a primer of the investing portion of the wealth management process. The overall wealth management process is comprehensive and not a product that can be bought or sold. Wealth management concepts and examples of high net worth individuals, family offices, endowments, and pension plans are presented and discussed. The wealth manager and active investment manager should be separate people with the latter owning the investment results. Active investing strategies are shown to add value over common investing wealth management practice. Foundational academic investment literature are reviewed and analyzed to provide an understanding of the premises employed by the investing community. Read this book to learn: • how to evaluate your manager’s investment expertise by being better informed • whether to keep your financial manager because of their investment skill or attention to your family • how to evaluate proposals from several financial managers

About the Author

Dr. Gary J. Harloff, Ph.D. is founder of Harloff Capital Management, a tactical money management specialist fi rm in Westlake, Oh. Harloff Capital actively manages portfolios of funds, ETF’s, and an alternate investment for accredited investors. He founded Harloff Inc. in 1981 and registered his fi rm as an investment advisor in 1994. In his article “Dynamic Asset Allocation: Beyond Buy-and-Hold”, Technical Analysis of Stocks and Commodities magazine in January 1998, he illustrates how to beat the buy-and-hold strategy with dynamic asset allocation. One of his original proprietary indicators is the Harloff Value Index, HVI. This universal index quantifi es investment opportunity in mutual funds, exchange traded funds, and indexes in many types of markets and countries and is the basis for his monthly newsletter “Harloff ’s The Intelligent Fund Investor”. He continues to have Harloff Capital Management manage his own portfolios along side of client portfolios. Prior to becoming a money manager, Dr. Harloff earned a Ph.D. in Aerospace Engineering. His math modeling background led to the development of our new proprietary investment technology to benefi t our clients. He specializes in computer simulation and modeling and has two turbo-machinery patents. In industry he developed technology for the Space Shuttle, future single-stage-to-orbit vehicles, air-breathing propulsion, and other systems. His disciplined and scientifi c training in aircraft and rocket science helps our investing process. Past performance does not insure future performance.