Biography: C. Todd Conover is an individual investor and private investment adviser. He is also president of The Vantage Group, a consulting firm that helps clients in the financial services industry with strategy, marketing, and profit improvement. Previously he has been a consultant with McKinsey & Company; Edgar, Dunn & Company (where he was a founding partner); and KPMG Peat Marwick (where he was a partner and national director of bank consulting). He has been president and CEO of a $2.5 billion bank with 35 branches and was the U.S. Comptroller of the Currency during the Reagan Administration. He resides in Los Altos, California.
Key Phrases in this title:
mutual funds, your portfolio, astute investing, financial goals, if you, comfortable retirement, you should, your heirs, investment style, investment decisions, portfolio mix, art astute, art astute investing, how much, you will, will need, major life, life events, you will need, major life events, basic portfolio, basic portfolio mix, sensible portfolio, short-term investments, college costs, magic percent, balance sheet, allocation targets, managing risk, fund portfolio, market funds, building wealth, wealth no-load, no-load mutual, building wealth no-load, wealth no-load mutual, no-load mutual funds, finance profitability, C Todd Conover, John Bogle, Sheila Burke, Larry Kurmel, Don Phillips, David Pottruck
Books at MeansBusiness by: C Todd Conover