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Michael Ross has been a financial advisor for almost 40 years. He has managed stock and bond portfolios for almost 30 year, through 6 bear markets and many financial crises. From those experiences, he has created an investment process that is build on managing risk and retaining clients.
This book describes the evolution of his processes throughout his investing career. Is is useful to the novice ad visor, as well as the senior advisor who wants to up their game and begin actual managing money for clients, instead of allocating assets to other managers, active and passive alike.
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