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Why I wrote the book….

The wealth management industry is at a key inflection point, with dramatic changes in the investing landscape, the types of investments, and manner in which advice will be delivered. Wealth advisors need to respond appropriately to these changes or risk being replaced by robots and algorithms. As challenging as the future seems, it will also present ample opportunities for those advisors that embrace the changes and evolve the way they do business.

— Tony Davidow, CIMA®

ENDORSEMENTS

“Tony has effectively captured the evolution of modern wealth management by focusing on the key determinants of financial success. This gem is a must read for both financial advisors and individual investors.”

– John Nersesian, CIMA®, Managing Director, Head of Advisor Education, PIMCO Investments

“With this book, Tony Davidow strikes the perfect balance of explaining success in wealth management as both an "art" and a "science". He carefully threads the needle with advice, anecdotes and wisdom that will inspire financial advisors everywhere.”

– April Rudin, Founder & CEO of the Rudin Group

“I have known Tony Davidow professionally for 20+ years and know him to be a thought leader on the topics of goals-based investing, alternative investments, ESG, and behavioral finance. I think this book is an essential reference source for any advisor who wants to better understand the current and future state of wealth management for high-net-worth families.”

- Scott Welch, CIMA®, Board Member of the Investments & Wealth Institute

“I am seeing a growing number of institutional investors evolve their portfolios, moving assets into foreign markets, seeking to enhance the yield in their fixed income portfolio, and increasing allocations to alternative investments, such as private equity, real assets, and hedge funds. As high net worth investors and their advisors seek to upgrade their portfolios and emulate the success of institutional investors, Goals-Based Investing provides the rationale and roadmap to facilitate the journey.”

– Keith Black, PhD, CFA, CAIA, FDP Managing Director, Content Strategy, CAIA Association

“True leaders do way more than just effectively lead - they educate, they motivate, and they lay a strong foundation for others to succeed in their footsteps. In the decade plus that I’ve personally experienced the leadership of my friend Tony, he has embraced every one of these traits of leadership in the financial advisory universe. His new book is a fantastic, concise blueprint for how advisors need to evolve - a must read for every A-list advisor.”

– Kevin Sanchez, CIMA®, CPWA®, CFP, former Chair, Investments & Wealth Institute

Endorsements continued…

“In his book, Goals-Based Investing: A Visionary Framework for Wealth Management, Tony Davidow fuses the diverse landscape of investing into one succinct and comprehensive treatment to help investors navigate the world of wealth management. Whether you are a financial advisor or DIY investor, you will find relevant insights to help build and manage portfolios. From Behavioral Finance, to alternative assets, to sustainable investing, and more, Tony covers it all.”

- Margaret M. Towle, Ph.D., CIMA®, CPWA®, Yakima River Partners, LLC

“Tony Davidow was my original teacher and mentor on all things investing as I was coming up in financial services. He taught by showing, not just telling. He does not talk down to the retail investor. Yet he manages to help them meaningfully elevate their understanding of investing and leverage its benefits to help meet their goals.”

—Lule Demmissie, President, Ally Invest

“Goals-Based Investing is a must read for fiduciaries and advisors. Tony uncovers financial myths, discloses the market realities, and everything in between. Tony takes us on a journey exploring the evolution of the wealth management industry.”

- Alan Reid, Founder & CEO, rPartners

“With each passing year, client expectations rise. Those that are not on a learning journey will find themselves left behind. Tony Davidow is a consummate teacher and well-equipped Sherpa who contextualizes the changing world of wealth management and provides pointed guidance to help advisors better serve high-net-worth clients.”

- Christine Gaze, Founder & Managing Partner, Purpose Consulting Group

“The wealth management industry is undergoing a secular shift from product to advice. In this context, Tony captures the evolution of the advisor/client dialogue as its moved beyond “the money” to a host of non-investment needs. Goals-Based Investing is equally useful for investors who are often confused by their choices of products and advisors and for advisors who need to deliver much more than investment returns to meet their clients’ idiosyncratic objectives.”

– Jamie McLaughlin, CEO, J. H. McLaughlin & Co., LLC

“After decades as an advisor to financial advisors and experience in working with institutional money managers and funds, Tony is sharing his knowledge and insights in long-term wealth management. Goals-Based Investing is a timely book for financial advisors wanting to succeed and address their client’s needs in the current market environment. Additionally, “do-it-yourself” investors would also benefit from reading Goals-Based Investing, with up-to-date information on market developments, techniques for asset allocation and wealth management.”

– Halvard Kvaale, Portfolio Manager, former Head of Manager Research & Due Diligence, National Broker-Dealer