The Path To Managing Money
For Others

Step 1

Start A GIPS Composite

Your model portfolio has a great track record, now what? Investing $20, 000 in it starts a real-money GIPS composite that can be used to attract assets.

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Step 2

You are probably already assisting your friends and family with their investments. Here's how they can help you start your investment career.

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Step 3


In my Forbes column I feature the insights of my top managers. It is a great way to showcase, your investment strategy and skill. Providing compelling ideas from serious investors with proven track records is what my column is all about.

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