Investment Advisor November 2002

Cover Story

  • Blue Marble Investments, LLC

    By Staff Writer

    Arturo Tabuenca Blue Marble Investments, LLC 36 West Colorado Blvd. Pasadena, California 91105 866-262-7253 www.bluemarbleinvestments.com art@bluemarbleinv.com Year practice began: 2000 Number of advisors in office: 1 advisor, 1 assistant, plus 3 off-site contract...

  • Ahead of the Game

    By Staff Writer

    Socially responsible investing is often ahead of the rest of the investment industry Okay, time for a quiz: (1) What industry sector has grown 20% to...

  • A Question of Balance

    By Staff Writer

    Over the last 12 months, a series of financial and accounting scandals has caught financial advisors and the investing public quite unaware. Unanticipated revelations by...

  • The Virtues of Patience

    By Staff Writer

    When it comes to his funds, John W. Rogers, Jr., founder and chairman of Ariel Capital Management, Inc. in Chicago, doesn't take any chances. "We...

  • About the Manager

    By Staff Writer

    John W. Rogers, Jr. is founder, chairman, CEO, and chief investment officer of Ariel Capital Management, Inc., based in Chicago. He founded the firm in...

  • Good Reading

    By Marlene Y. Satter, AdvisorOne

    Concerned about the fate of corporations that have behaved not only irresponsibly but criminally, and worried that that's the way it always will be? Concerned...

Features

Columns

  • The Principal of the Thing

    By Melanie Waddell, AdvisorOne

    Anew wrinkle in hedge funds is taking hold in the United States: principal protected hedge funds. These products have been used extensively in Europe, Asia,...

  • Look Back in Anger

    By Staff Writer

    No matter how openly you communicate with your clients or how sensitive you try to be to their needs, there are times when anger flares...

  • Tell Me A Story

    By Staff Writer

    Let's start with the premise that most everyone you want to work with has half a million dollars and up, and a fool and his...

  • Easing the Transition

    By Staff Writer

    Nationwide, there are about 52,000 CPA firms and 190,000 individual CPAs in public practice. Each year, an increasing number of accountants either become financial advisors...

  • Part 1:Down Under Rising

    By Staff Writer

    Lately, I bet you've heard from more than one client who suggested, in language that I can't repeat here, that you should have put his...

  • Part 2:Kangaroo Country

    By Staff Writer

    The advantages of indexing are considerable in large-cap, more efficient markets, while a well-chosen managed fund more often makes sense in less efficient and/or smaller-cap...

  • Part 3: Bank on It

    By Staff Writer

    Consider the Australia and New Zealand Banking Group (trading on the NYSE as ANZ). This Melbourne, Australia-based company offers a full range of financial services...

  • Part 1: Planning to Go

    By Staff Writer

    MoneyGuide Pro from Pie Technologies, a leading contender among the new breed of Web-based planning software applications, delivers the benefits of such applications, including slick...

  • Part 2:Deferred Gratification

    By Staff Writer

    The sale of annuities to people who don't need them has been the subject in the press and in the courts. It's old news. So...

  • Part 3: Independent Competitor

    By Staff Writer

    A new portfolio-reporting package is on the market challenging Advent and Centerpiece in the RIA market. I'm happy to report the emergence of eWebPortfolio.com, but...

  • Part 4: Ranking the Managers

    By Staff Writer

    Looking for separate account management alternatives? Prima Capital, which provides research, due diligence, and manager evaluations and rankings, is worth considering. The Web-based service is...

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