Belray University: Your Education

Step 1 - Evaluate Financial Standing
- Financial Standing Planner (Worksheet)
- Calculating Your Net Worth (White Paper)
- Calculating Your Expenses (White Paper)

Step 2 - Assess Future Financial Needs
- Future Financial Needs Planner (Worksheet)
- Estimating Your Retirement Income (White Paper)
- Saving for Your Child's Education (White Paper)

Step 3 - Retain Needed Professionals
- Choosing Financial Professionals (White Paper)
- Selecting an Investment Advisor (PodCast)
- Broker or an Investment Advisor (PodCast)

Step 4 - Construct Investment Plan
- Improving Performance w. Asset Allocation (White Paper)
- Forecasting the Growth of Your Wealth (VideoCast)
- Optimizing Your Asset Allocation (VideoCast)

Step 5 - Implement Investment Plan
- Understanding the Major Asset Classes (White Paper)
- Intro to Alternative Investments (White Paper)
- Into to Hard Assets (White Paper)

Step 6 - Continuously Monitoring Performance
- Measuring Investment Performance (White Paper)
- Using Benchmarks to Evaluate Investments (White Paper)

Step 7 - Ongoing Investment Education
- Read Belray Briefing (Website)
- Yale University Endowment (Website)
- Harvard University Endowment (Website)
- Foundation and Endowment (Website)
- UC Berkley Finance Department (Website)
- Wharton School of Finance (Webiste)

Portfolio Optimization
Learn how we optimize portfolios. Click Here

Forecasting Wealth
Learn how we forecast growth. Click Here

An important component to helping our clients invest like universities is that they must be educated investors. Therefore we are strong advocates of investment education.