Capital Allocators – Inside the Institutional Investment Industry cover image

Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)

Capital Allocators – Inside the Institutional Investment Industry

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Crafting a Tailored Investment Philosophy

This chapter explores a comprehensive investment philosophy designed for high net worth families, focusing on total returns and customizable strategies. It covers asset allocation balancing equities and bonds, manager selection processes, and the importance of personal connections in investment decisions. The discussion emphasizes the dynamics of team decision-making and the significance of fostering an open environment for effective investment management.

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