November 2011 – Greycourt

3: Philanthropy in Estate Planning: Balancing Charity against Personal Spending Needs

Dana Schmitt November 30, 2011 No Comments

Many wealthy clients have philanthropic goals, but few receive sufficient guidance regarding how best to balance these goals against personal spending needs. Deciding how to distribute wealth can be a…

2: Money Managers: Greycourt’s Criteria and Procedures for Selecting Best In Class Managers

Dana Schmitt November 29, 2011 No Comments

Clients and money managers often ask us how we select the managers we recommend and how we work with money managers. This white paper describes Greycourt, its characteristic client base,…

20: Modern Portfolio Theory and Quantum Mechanics

Dana Schmitt November 14, 2011 No Comments

The year 2002 marks the 50th anniversary of the publication of Harry Markowitz’ seminal paper on mean variance optimization, a then-obscure event which nonetheless inaugurated what we now know as…

Month: November 2011

3: Philanthropy in Estate Planning: Balancing Charity against Personal Spending Needs

2: Money Managers: Greycourt’s Criteria and Procedures for Selecting Best In Class Managers

20: Modern Portfolio Theory and Quantum Mechanics