Primary Article
The Importance of Investment Policy
Ronald J. Surz, Dale Stevens and Mark. Wimer
The Journal of Investing Winter 1999, 8 (4) 80-85; DOI: https://doi.org/10.3905/joi.1999.319429
Ronald J. Surz
Managing director of Roxbury Capital Management in San Clemente, California.
Dale Stevens
A principal at Wurts & Associates in Santa Monica, California.
Mark. Wimer
A senior consultant at Ibbotson Associates in Chicago.
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The Importance of Investment Policy
Ronald J. Surz, Dale Stevens, Mark. Wimer
The Journal of Investing Nov 1999, 8 (4) 80-85; DOI: 10.3905/joi.1999.319429
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