A Discretionary Wealth Approach for Investment Policy

Jarrod W Wilcox; Frank J Fabozzi

doi:10.3905/JPM.2009.36.1.046

Article

A Discretionary Wealth Approach for Investment Policy

Jarrod W Wilcox and Frank J Fabozzi

The Journal of Portfolio Management Fall 2009, 36 (1) 46-59; DOI: https://doi.org/10.3905/JPM.2009.36.1.046

Jarrod W Wilcox

is the president of Wilcox Investment, Inc., in Newton, MA.

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For correspondence: jwilcox@wilcoxinvest.com

Frank J Fabozzi

is a professor in the practice of finance at the Yale School of Management in New Haven, CT.

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For correspondence: frank.fabozzi@yale.edu

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A Discretionary Wealth Approach for Investment Policy

Jarrod W Wilcox, Frank J Fabozzi

The Journal of Portfolio Management Oct 2009, 36 (1) 46-59; DOI: 10.3905/JPM.2009.36.1.046

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A Discretionary Wealth Approach for Investment Policy

Jarrod W Wilcox, Frank J Fabozzi

The Journal of Portfolio Management Oct 2009, 36 (1) 46-59; DOI: 10.3905/JPM.2009.36.1.046

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