Trusts, Pensions, Foundations, Endowments, and
Individual investors require that their investment professionals stand up and be accountable for their investment advice.
This book is THE BIBLE of Fiduciary responsibility endorsed by IMCA, The Center for Fiduciary Studies and FI360.
FIDUCIARY FORENSICS: A Guide
to the Ethical Treatment of Somebody Else's Money
By John Lohr
Scams, Shams and Flim Flams. An examination of fraud, greed
and corruption in the financial and corporate worlds, and ways that investors can avoid the crooks.
SHIPPING IN APRIL. PREORDER NOW
THE LAST INVESTMENT BOOK YOU WILL EVER NEED
By John and Ian Lohr
Financial Literacy in a conflict-free manner. Investing from A to Z with a focus on practical process ANY investor can
understand and apply. Share a personalized copy with your cllient.
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DIE EARLY:
A solution for financial advisors to manage their client's retirement income crisis: A quarterly series
By John Lohr
...Or work longer. The collective brains of THE top investment minds in the country are picked, revealing
some sobering thoughts about the trouble retiring Americans are in. There is a solution that is not catastrophic, though....
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Investing As A Fiduciary
By John Lohr
The
definitive handbook for fiduciaries and trustees to apply to the investment of Trust, Pension, ERISA, Foundation and Endowment
assets.
Manager Search and Selection
By Ian Lohr
The science and art of selecting and continuing the use of an investment professional to manage your assets.
Securities Fraud in the Digital Economy
By Ian Lohr
The names and mis-deeds of those who have tried to rip you off from Ponzi to Pearlman.
Setting Investment Objectives
By John and Ian Lohr
THE most important cog in the investment wheel is a process
which we will show you in clear concise terms.
