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Purpose Based Asset Allocation: The Working Capital Model
Asset Allocation is an Investment Planning Tool, not an Investment Strategy. WCM facilitates long term, retirement income, investment planning by focusing on selection quality, issue diversification, and annual growth of both base income and invested capital. Neither market value nor the calendar year are perceived as relevant decision making criteria.
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LinkedIn Recommendation:
Dania Cendejas - Director of Marketing at Thatherton Fuels - Teo helped me write my business plan last month and wow... I was really missing some things that would have hurt me down the road. I can't think of anyone I would rather work with as I move forward with the plan. Great thinker! Excellent planner! - March 17, 2012, Dania was Teo's client |
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