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 Book

Your Portfolio Is Broken by Chris Turnbull

Your Portfolio Is Broken: Who's to Blame and How to Fix It is intended to help frustrated investors identify problems with traditional approaches to investing and to offer a modern, simpler solution.

If you're an investor, chances are you feel frustrated…maybe a little afraid. Perhaps you feel the investment industry has let you down. How many "attractive" mutual funds, "promising" stock recommendations, and "good ideas" have you sampled from bankers, brokers, and TV big-talkers? After all of your effort and all the recommendations from all the people who are supposed to know…what did you really get, besides frustrated?

The investment industry sells products and predictions. Investment professionals present themselves as faster and smarter investors whose acumen will generate market-beating results for investors.

Your Portfolio Is Broken: Who's to Blame and How to Fix It loudly debunks the claims of the investment industry. In fact, beating the market is rare, and an emphasis on good consumer and investor practices – controlling what you can control – is more effective in addressing the issues causing poor portfolio performance versus more products or more predictions.

Now is the time for a change. After 13 years of debate, Canadian security regulators have begun a multi year rollout of reforms specifically aimed at correcting the knowledge imbalance between investors and the industry after repeated surveys showed that Canadians did not know how much their investments cost or how their advisor is compensated. The first of these reforms, effective July 15, 2013 requires "Enhanced Disclosure" to new investors. Further reforms are scheduled for 2014, 2015, and 2016.

Chris Turnbull is a portfolio manager at The Index House, a private counsel portfolio management firm. Chris gives presentations regularly on aspects of the prudent investor rule and good consumer and investor practices. 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.

If you're an investor, chances are you feel frustrated…maybe a little afraid. Perhaps you feel the investment industry has let you down. How many "attractive" mutual funds, "promising" stock recommendations, and "good ideas" have you sampled from bankers, brokers, and TV big-talkers? After all of your effort and all the recommendations from all the people who are supposed to know…what did you really get, besides frustrated?

The investment industry sells products and predictions. Investment professionals present themselves as faster and smarter investors whose acumen will generate market-beating results for investors.

Your Portfolio Is Broken: Who's to Blame and How to Fix It loudly debunks the claims of the investment industry. In fact, beating the market is rare, and an emphasis on good consumer and investor practices – controlling what you can control – is more effective in addressing the issues causing poor portfolio performance versus more products or more predictions.

Now is the time for a change. After 13 years of debate, Canadian security regulators have begun a multi year rollout of reforms specifically aimed at correcting the knowledge imbalance between investors and the industry after repeated surveys showed that Canadians did not know how much their investments cost or how their advisor is compensated. The first of these reforms, effective July 15, 2013 requires "Enhanced Disclosure" to new investors. Further reforms are scheduled for 2014, 2015, and 2016.

Chris Turnbull is a portfolio manager at The Index House, a private counsel portfolio management firm. Chris gives presentations regularly on aspects of the prudent investor rule and good consumer and investor practices. 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.

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.