Tim Hatton, a Certified Financial Planner practitioner and Certified Investment Management Analyst, earned the designation of Accredited Investment Fiduciary at the Center for Fiduciary Studies, the nationally recognized training organization affiliated with the Foundation for Fiduciary Studies. He is founder and president of Hatton Consulting Inc., a registered investment adviser, in Phoenix. Prior to starting that firm, he served thirteen years with Morgan Stanley, most recently as senior vice president of investments. He holds a BS in Business Administration from the University of Arizona.
Foreword (Donald B. Trone
A Summary of the Five Steps and Twenty-Seven Practices.
PART ONE: MODERN PORTFOLIO THEORY.
Chapter One: Early Years.
Chapter Two: Practical Applications.
PART TWO: THE FIVE STEPS AND TWENTY-SEVEN PRACTICES.
STEP ONE: Analyze Current Position: Practices 1.1-1.6.
STEP TWO: Diversify—Allocate Portfolio: Practices 2.1-2.5.
STEP THREE: Formalize Investment Policy: Practices 3.1-3.7.
STEP FOUR: Implement Policy: Practices 4.1-4.4.
STEP FIVE: Monitor and Supervise: Practices 5.1-5.5.
APPENDIX I: Sample Investment Policy Statements.
APPENDIX II: Subsequent Performance of Mutual Funds: Past Winners' Uncertain Future.
Continuing-Education Exam for CFP Continuing-Education Credit and PACE Recertification Credit.