Investment Consultant

Investment Consultant

A person or business that provides long-term investment advice to a client in exchange for a fee. Generally speaking, investment consultants interact directly with a client e.g. by managing assets and/or making specific recommendations in accordance with the client's long-term investment goals. Investment consultants are a type of investment adviser, and as such, if they manage more than a certain amount of money, they must register with the SEC. See also: Investment Advisers Act of 1940.
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com), the Investment Consultant eRFP platform, today announces its completion of beta-phase testing and debuts nationally.
He served as a Senior Investment Consultant managing institutional clients in Pension Consult GmbH, Munich (Germany).
While Christopher C Aitken, former managing director at Citi-Smith Barney, would be the company's executive managing director and senior investment consultant, Stephen L Thacker, former senior institutional consultant, would be managing director and senior investment consultant.
The balance of money and other assets investors entrusted investment funds and other investment consultant firms with managing reached the middle of the 140 trillion yen level as of March 31, the highest-ever on record, officials at an industry group and other entities said Wednesday.
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.
We completed a search for an investment consultant and are in the process of evaluating investment managers.
Wayne Mauldin, a senior investment consultant at Banc of America Investment Services Inc.
com/research/1916b6/2012_preqin_altern) has announced the addition of Preqin's new book "2012 Preqin Alternatives Investment Consultant Review" to their offering.
All proposals will be evaluated by the investment consultant and recommendations will be made to the Plan.
Prior to joining Dwight, Allen spent more than 25 years as a senior investment consultant for Hewitt Investment Group.
First Republic Bank (NYSE: FRC) has appointed John Froley, an investment professional with more than 15 years of experience, as an investment consultant of the company.
A subcommittee was formed for the purpose of retaining an independent investment consultant.
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