Investment Advisor November 2002

Cover Story

  • Blue Marble Investments, LLC

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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...