Private Counsel Portfolio ManagementSimple + Modern

YOUR PORTFOLIO IS BROKEN:

Who's to Blame and
How to Fix It

This is intended to help frustrated investors identify problems with traditional approaches to investing and to offer a modern, simpler solution.

About the Author

Investment Author Chris Turnbull

Chris Turnbull is a portfolio manager with over 20 years of experience working with high net worth investors. Chris holds a BA in Economics from the University of Alberta, as well as, the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. He has written and presented papers such as, Trustee Investment Powers, and the Higher Standards of Prudence to influential groups such as, the Certified General Accountants, the Institute of Corporate Directors (ICD), the Society for Trust and Estate Practitioners (STEP) and the Canadian Bar, Will and Estates Chapter. Chris published his first book, Your Portfolio Is Broken: Who's to Blame and How to Fix It in 2013.

Work Experience

The Index House - Portfolio Manager

The Index House is a Private Counsel portfolio management firm focused on good consumer practices including an indexing approach to investing. The Index House aims to simplify the investment process such that clients make better decisions and get better results. The Index House provides a sensible and modern alternative to the investment services offered by large banks, brokerage firms and mutual fund companies.

Pavilion Investment House – Portfolio Manager

October 2009 – October 2012 (3 years 1 month)

RBC Dominion Securities - Investment Advisor

1991 – 2009 (18 years) Edmonton

PURCHASE

YOUR PORTFOLIO IS BROKEN:
Who’s to Blame and How to Fix It

By: Chris Turnbull

Category: Business, Investing
Paperback: $15.00
Size: 8 ¾” x 5 ¾”
Pages: 90
ISBN: 978-0-9919881-0-5



Your portfolio is broken is also available at the following Bookstores: 

Audreys
10702 Jasper Ave NW
Edmonton, Alberta
780-423-3487

At select Chapters/Indigo bookstores
Check online for store locations with inventory.


Contact us for a complimentary review of your portfolio. Talking to an educated and experienced advisor is critical when your money is at stake.

Call 780-665-4921
or us to
set up an appointment.