Roger C. Gibson on Portfolio Management

Rattiner, Jeffrey H.
February 1996
Journal of Financial Planning;Feb1996, Vol. 9 Issue 1, p44
Academic Journal
The article presents the interview of finance professional Roger C. Gibson, on issues related to portfolio management. On being asked whether he considers himself a money manager or a financial planner, he replied, "A money manager. I however, I was trained as a Certified Financial Planner licensee and did comprehensive financial advisory work for many years. So I still think in terms of the client's big picture and am alert to situations that require coordination with the client's other professional advisors. For example, last week I met with a new client who is an excellent candidate for a charitable remainder trust." When he has been asked of different parameters, in selecting mutual funds, he said, "With over 6,000 funds to choose from, it is impossible to keep up to date with all of them; it's also unnecessary. By working top-down within an asset-allocation framework, it is much easier to narrow the field and home in on the funds that will be good building blocks for client portfolios."


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