Sentences with phrase «been an investment advisor»

If your advisor is an investment advisor and governed by the federal Securities and Exchange Commission, the advisor serves as fiduciary to you and must put your interests above his own and act in your best interest.

«This is an extremely dangerous advisor — because this advisor can say they are an investment advisor and is held to the fiduciary standard and would be telling the truth.

The Advisor is an investment advisor registered in the State of California.

Prior to joining Buckingham in 2017, Ryan was an investment advisor for Quad Cities Investment Group and served as a vice president for four years with MSCI Inc..

DoubleLine Alternatives LP is the investment advisor to the DoubleLine Strategic Commodity Fund.

DoubleLine Capital LP is the investment advisor to the DoubleLine Closed - End Funds.

DoubleLine Capital LP is the investment advisor to each of the other DoubleLine mutual funds.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

If you are an investment advisor and have questions regarding platform availability, please call 800-997-7327.

Aldrich Wealth LP («Aldrich Wealth») is an investment advisor registered with the U.S. Securities and Exchange Commission.

Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds, Laudus Funds and Schwab ETFs.

I've been an investment advisor for almost 40 years and i very much enjoy what you have created.

Ulli Niemann is an investment advisor and has been writing about objective, methodical approaches to investing for over 10 years.

Are investment advisors worth the price?

Patrick Malloy is an investment advisor and CERTIFIED FINANCIAL PLANNER ™ for Capital Investment Advisors (CIA).

So, who should be your investment advisor?

A: When I was an investment advisor, I was able to give personal advice based on an investors need for return, risk tolerance and other variables, including their investment biases.

Mark: I am an investment advisor with a nontraditional background — medicine.

Fenimore Asset Management offers separately managed accounts through the Fenimore Private Client Group and is the investment advisor to FAM Funds − mutual funds.

CSIM is the investment advisor for Schwab ETFs.

Green Century Capital Management is the investment advisor to the Green Century Funds and offers three environmentally and socially responsible funds, the Green Century International Index Fund, the Green Century Equity Fund, and the Green Century Balanced Fund.

Since 2000, Hussman Strategic Advisors, Inc. has been the investment advisor to the Hussman Funds.

If you are an investment advisor, broker or funds management firm, it can be platformed for internal use to reduce production costs significantly and increase the quality of the output.

Dimensional Fund Advisors LP is an investment advisor registered with the U.S. Securities and Exchange Commission.

Covestor Ltd doing business as Interactive Brokers Asset Management («IB Asset Management») is an investment advisor registered with the U.S. Securities and Exchange Commission («SEC») Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.

Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds, Laudus Funds and Schwab ETFs.

Dan Bortolotti is an investment advisor with PWL Capital in Toronto and author of the award - winning blog Canadian Couch Potato: Your complete guide to index advising.

You know, one of the problems is in the investment advisory business, what happens is an investment advisor will often, in addition to what you pay the expense ratio for the fund you buy, will charge an additional fund for putting the portfolio together.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Reyes, 48, has been an investment advisor for 15 years.

It's the investment advisor explaining what an IPS is to the client.

Personal Capital Advisors Corporation is an investment advisor registered with the Securities and Exchange Commission («SEC»).

I am an investment advisor running my clients individual accounts in a value fashion.

Are investment advisors worth the price?

Gregory Roscoe was an investment advisor with Canaccord Capital.

Prior to that he was an investment advisor at UBS.

Verbeek was an investment advisor and, at some relevant times, a registered representative of the defendant Dundee Securities Corporation («Dundee»).

American Realty Advisors is an investment advisor, and a leading provider of real estate investment management services to institutional investors.

I live in Silicon Valley, and I'm an investment advisor who specializes in real estate.

Brookfield, or more formally, Brookfield Asset Management, is an investment advisor whose business model is to grow its third - party assets under management.

Not exact matches

«So folks just aren't making individual decisions as much and advisors are more making longer - term sector and strategic investments than saying let's make a play for this one name or the others» earnings,» Tabb Group's Larry Tabb told CNBC.

And, though he admitted he consults «smart people» including his advisor, Bel Air's Todd Morgan, before making a substantial investment, «I'd say about 80 percent of the time, I'm correct,» Kenny G said.

She was named one of «10 Young Advisors to Watch» by Financial Advisor magazine and one of the «Top 40 Under 40» by Investment News.

It's worth noting that private equity funds are also becoming more available through registered investments advisors to accredited investors: those with $ 200,000 in income for the past two years or $ 1 million in net worth.

Prior to his role at State Street Global Advisors, Ron was president of Asset Management & Corporate Services for Fidelity Investments.

«A lot of owners are the smartest person in the room,» says Jacoline Loewen, an investment advisor at UBS Canada.

The dilemma for Fidelity and Hartford, says Drew Nordlicht, partner and managing director of Hightower Advisors in San Diego, is whether to make subsequent investments at their own price threshold, or to use Blackrock's 20 percent higher valuation, which means a dilution of their own shares.

Mr. Kasriel is president of Econtrarian, LLC and is senior economic and investment advisor with Legacy Private Trust Company of Neenah, Wisconsin.

Investors need to be more «forensic» about their portfolios given current levels of volatility, Bill Street, head of investments EMEA at State Street Global Advisors, said.

This is an extremely important point, and contrasts with the position of media pundits and investment advisors who consistently cite other data as a rationale for being in the market at all times.