Step 7 - Ongoing Investment Education

For the trustees of large university endowments, continuing education is requisite, and the same goes for individual investors. Trustees typically attend conferences and seminars, and meet with their advisors regularly to ensure they are well versed with the latest instruments and investment philosophies. The better informed you are, the more likely you are to achieve success in the topsy-turvy world of investing.

The best source of investment related education comes from colleges and universities around the country. They are on the forefront of research and investment portfolio management.

Visit The Belray Library to continue learning how to plan and manage you investments like a university. Also visit The Belray Briefing for the latest trends of university style planning and investment management.