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.
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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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