Skip to Main Content

Wealth Mismanagement

A Wall Street Insider On the Dirty Secrets of Financial Advisers and How to Protect Your Portfolio


About The Book

Are your life’s savings safe? A Wall Street insider reveals fatal flaws and hidden risks of wealth management and unveils a new system for protecting your portfolio—and firing your financial adviser.

Millions of us are committing a slow, imperceptible form of financial suicide. 

Chances are your IRA or 401(k) carries far more risk than you realize, lacks real diversification that could reduce downside risk, and is falling behind the underreported rate of inflation that eats away at your retirement fund every year. 

In the next market crash, you could be left vulnerable and unprotected.

Wall Street financial advisers are supposed to build and preserve your wealth, yet they are untrained in portfolio construction and how to contain risk and bulletproof your investments. They charge high fees and sometimes put their own interests ahead of yours.

Now Ed Butowsky, a Wall Street insider who spent two decades as one of the top producers at the fabled firm of Morgan Stanley & Co., breaks from the pack to reveal the flaws, fibs and failings of financial advisers. To fix this mess, he has created the new CHIP Score to empower you to evaluate the potential for Risk & Reward in your portfolio and grade your adviser—before the next meltdown. 

Nobody else on Wall Street ever dared to create anything like it. Wealth Mismanagement will empower investors to protect themselves.  Read it & reap.

About The Author

Product Details

  • Publisher: Post Hill Press (August 13, 2019)
  • Length: 176 pages
  • ISBN13: 9781642932348

Browse Related Books

Raves and Reviews

“I have known Ed for over forty years and he has always had an empathy chip that has served his clients well and allowed him to rise as one of the financial services industries stars. This book is the best at helping investors determine if what they have is what they need.”

– Dennis Greenwald, Former General Counsel, Morgan Stanley

“Ed has written a very down to earth, easy-to-read book that will benefit everyone, regardless of net worth. I encourage all to read this and adopt the CHIP score in all your investment decisions.”

– Peter Berg, Iconic Hollywood Director and Actor

“Ed Butowsky’s Wealth Mismanagement provides investors with a practical and meaningful approach to creating an investment portfolio that will meet individual needs in retirement or otherwise. Often using autobiographical anecdotes, Ed provides an easy to understand, unvarnished review of why individual investment portfolios proffered by Wall Street institutions frequently fall shy of meeting an investor’s long-term financial needs, and how to remedy that circumstance.

If you are interested in preserving and enhancing your wealth over time, I recommend you buy and study this book.”

– John Williams, Founder, ShadowStats

“I have been a client of Ed’s for nearly twenty years. He has always put my interest first and this book puts the investor’s interest first. After reading this book, you will understand if you have what you need in your portfolio. A fantastic read and one that will keep all financial advisors on their heels.”

– Joe Phillips, Serial Entrepreneur and Philanthropist

“Ed’s not afraid to tell the truth. This book proves it. I have trusted and relied on Ed for years and he has always stood by his word. Pick up this book and see if your current portfolio has the characteristics  you were needing.”

– Kris "Tanto" Paronto, American Author and Speaker as well as a former U.S. Army Ranger and CIA Security Contractor

“I have never had bad financial advice from Ed—he is always spot on and ahead of the pack. This book is one not to miss.”

– Lara Logan, Award-Winning Foreign Correspondent for CBS’s 60 Minutes

“If you have ever wondered how to truly evaluate how good of a job your advisor is actually doing, Ed’s book provides you with the tools necessary to find out. His candid insight reveals the lack of true risk mitigation being provided by many advisors in the industry today. It is a must read for anyone concerned with protecting their assets.”

– Benjamin Fujihara, Former Morgan Stanley Managing Director, Former Complex Director, Complex Council Member

“Ed is a good friend and mentor who has taught me a lot about finances. It’s always good when you can sleep well at night knowing your money is in good hands. This is must-read book and it will help you navigate through the fears we all have about investments.”

– Torii Hunter, MLB Legend and All-Star

Resources and Downloads

High Resolution Images