PERHAPS A GIFT VOUCHER FOR MUM?: MOTHER'S DAY
Andrew Parrillo was an institutional investor for over four decades, the last twenty-five years of which were with his own registered investment advisory firm, Newport Capital Advisers LLC that served endowment funds and family investment offices on a discretionary and non-discretionary basis. The problems that he has solved for former clients and wants to solve with this book are to eliminate the anxiety that individuals may have about investing, to eliminate or greatly reduce their ongoing fees and to produce optimal outcomes with their money. The three questions that investors must answer about investing are: How much risk they want, how much risk they have in their portfolio and how much risk do they need to achieve their goals. He relates what worked for investors over those decades and what he discusses in Beat the Wealth Management Hustle is his reality, not a theoretical idea.He was inspired to share his perspective and advocacy in the book after receiving questions from strangers who have investment advisors about their investment accounts in late 2022 after the financial markets declined by nearly 20%. It was clear from subsequent conversations with friends who have investment advisors that they did not know how much they paid in advisory fees or if and how their advisor added value to their accounts. The fact is that much has changed in the past twenty years to benefit investors, but the wealth management industry has not.He has three accomplished sons and three grandchildren and enjoys strength training, cooking, a variety of outdoor activities and walking his large black standard poodle, Enzo.
"In Beat the Wealth Management Hustle, Andy points the way for you to determine who is working to make money for themselves, and who is working to make money for you. Having worked with Andy in the institutional investment industry for over thirty years, it is clear to me that he places his clients' interests ahead of his own. Sadly, this is rather rare. As Andy suggests, ask the hard questions, demand straightforward answers, and use these to evaluate your advisor's and their results. Beware those who obfuscate and bamboozle. Investing isn't overly complicated or hard. My rule is that if I can't understand what the advisor or investment manager is doing, I don't invest with them. Period."" -Mitchell Little, Managing Member Coronado Investments LLC ""I had the honor of working for Andy at his investment advisory firm for several years. His unwavering commitment to daily diligence, thoughtful guidance, and genuine care for clients has left a lasting impression on me. Thanks to Andrew, I discovered my path to wise investment management, and I am confident that others reading his book will find the same clarity and gain the confidence they need. Andrew's insights empower readers to identify what truly matters when choosing an advisor - ensuring added value to their portfolios and not falling for the impressions of personalities and big names. As Andrew wisely points out, it is time for Wealth Management advisory services to undergo a transformative change."" -Asta Galinyte, Venture Partner at VU Venture Partners and former colleague at Newport Capital Advisers LLC ""Andy's life experiences make him the ideal person to eliminate your investment anxiety. He outlines a disciplined and continuous structure for YOU to plan and implement an efficient investment program. Ask the right questions and become your own chief investment officer today. I could not more highly recommend reading this one as soon as possible!"" -Joel Salomon, Bestselling author of Mindful Money Management, The 9 Money Rules Millionaires Use, and Infinite Love and Money"
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