Sentences with phrase «served as an asset allocation»
Prior to her current role, she served as an asset allocation strategist and a senior investment research analyst for Wells Fargo and predecessor firms.
https://www.wellsfargoadvisors.com/ Not exact matches
For investors who don't have the time or the expertise to build a diversified portfolio, asset allocation funds can serve as an effective single - fund strategy.
Larry Rakers is a portfolio manager and serves as the lead asset allocation portfolio manager for Fidelity Portfolio Advisory Service ®.
Bottom line: While asset allocations can change over time, as well as the battle for lowest fees, at this time Schwab should serve you well with the combination of a long - term target - date fund and an additional commitment to small - cap value.
Because our asset allocation is closely aligned with the goal of providing steady (after inflation) long - term retirement income, longer - maturity Treasury Inflation - Protected Securities (TIPS) serve as the glide path's «risk - free» asset.
We believe that in addition to traditional investment approaches such as diversification, asset allocation, and a long - term perspective, a multi-manager approach and investment style serve investors who are working to build retirement security.
Mr. Armstrong has served a number of times as an Expert Witness in arbitrations, mediations and Federal lawsuits involving fiduciary standards, suitability, asset allocation, risk control, portfolio construction, sustainable withdrawal rates, and market returns.
«Managers» new initiatives are focused on blending together existing capabilities in equity, fixed income and alternative asset classes to build an asset allocation strategy to serve as an all - inclusive solution for advisers» portfolios.»
Julie serves on the Asset Allocation team and previously worked for 13 years at U.S. Bank as a senior portfolio manager.
Todd previously served in other financial positions at the company such as International Mutual Fund Sector Specialist and Large Cap Value and Large Cap Growth Analyst, as well as serving on the Fund Services Asset Allocation Committee.
Most of this desirable diversification effect happens during the asset allocation process, but the optimizer serves as the main refining tool to lower overall portfolio risk.
• A masterpiece Investment risk tolerance questionnaire section that also serves as input to asset allocation and investment management software.
Use this to study the dependability of a portfolio over time, to find a stable asset allocation that reliably met its goals, and to serve as a reality check before trusting a tempting but potentially deceptive historic average with your life savings.