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Investment Consultant

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Investment Consultant
An advisor who helps investors with their long-term investment planning. An investment consultant, unlike a broker, does more in-depth work on formulating clients' investment strategies, helping them fulfill their needs and goals.

Notes:
The idea behind an investment consultant is that they be part of the client's investment strategy for a long period of time. The consultant's job is to actively monitor the client's investments and continue to work with the client as goals change over time.
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The AICPA Member Retirement Trust program is a low-cost alternative that provides a master plan and trust document overseen by the AICPA Member Retirement Committee, more than 20 investment fund choices selected by an investment consultant for the AICPA, and centralized administration by Nationwide Financial.
New retirement programs available for members by CPA Letter
We completed a search for an investment consultant and are in the process of evaluating investment managers.
CalCPA treasurer's report. (2002 Annual Report) by Powell, Jessie / California CPA
Wayne Mauldin, a senior investment consultant at Banc of America Investment Services Inc.
Golden goals: entrepreneurs strive for millionaire status, early ... by Albano, Christine / Black Enterprise
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