It's commonly known that there is more to investment and wealth management than what is consistently recycled by advisors and the media, but the way forward still seems shrouded. Robert J. Klosterman, CFP, a wealth advisor with forty years' industry experience, lifts the apocalyptic veil of deception so that investors can fend off the four horsemen-inflation, volatility, groupthink, and global displacements and transformation-attempting to drive them toward financial self-destruction.
Klosterman's book provides the weapons to fight these forces of evil by providing insight, perspective, and innovative strategies for managing high-end money portfolios. Ignoring the market's constant media coverage, this hard-hitting guide focuses on the notion that investing is really about keeping the four horsemen at bay and meeting personal, family, and philanthropic objectives.
Investing is serious business and needs a serious approach that looks beyond the public markets to design relevant portfolios that meet short- and long-term goals in today's rapidly shifting financial world. Using a modern, fresh, and investigative approach, Klosterman delves into the concepts and inner workings of the world of financial advice and reveals exactly how you can battle the enemy and build a successful portfolio.
About the Author: Robert J. Klosterman, CFP, is CEO and chief investment officer of White Oaks Investment Management Inc. and founder of White Oaks Wealth Advisors. With nearly forty years' experience in financial planning, he has a clear vision for the future and maintains a strong desire to provide expert and independent wealth advisory services. His expertise as a certified financial planner brings innovative wealth management solutions to market analysis, stock options, and wealth transfers.
Worth Magazine has listed Klosterman as one of the top 250 financial advisors in the United States, and he has also been recognized as a top 150 financial advisor by Mutual Fund Magazine, Medical Economics, and Bloomberg Wealth Manager Magazine. His advice frequently appears in local and national publications, including USA Today, the New York Times, Minneapolis Star Tribune, CFP Today, Barron's, and Fortune. Under his stewardship White Oaks has been recognized as one of the top one hundred fee-only wealth management firms in the country.
