Sentences with phrase «experience as an investment adviser»
Hilliard draws upon extensive research as well as his own direct experience as an investment adviser to paint a cogent and completely believable «bust» scenario for Canadian real estate.
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From his vantage point of more than 20 years» experience as a business owner and investment adviser, Adams contends that «people in the investment business should run their own companies so they can appreciate profits and the bottom line.»
The account can in some cases be managed by a third party such as a financial adviser who has knowledge and experience in investments.
Mr. Viola's examination experience includes financial statement, performance advertising, and disclosure document reviews, as well as, analysis of investment adviser and hedge fund issues arising under ERISA and blue - sky laws.