Investment Consultant

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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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Securities are offered by, and Investment Consultants are registered with UVEST Investment Services, member NASD/SIPC.
Consultant Relations team, he will have responsibility for relationship management, new business generation and managing Invesco's product ratings through investment consultants.
InvestorForce, a pioneer in the development of advanced solutions for institutional investment consultants, provides the only end-to-end, truly integrated solution for daily monitoring, analysis and reporting on institutional assets.
The penalty for noncompliance is loss of the Certified Investment Management Analyst (CIMA) designation, the top certification for investment consultants.
IMCA bestows the Certified Investment Management Analyst (CIMA) and Certified Investment Management Consultant (CIMC) certifications on qualified investment consultants who complete a rigorous education program and agree to abide by IMCA standards.
a leading software provider of web-based reporting and analytical tools for investment consultants and the institutional investors they serve, is pleased to announce its selection by Evaluation Associates, one of the largest US institutional investment consultants, to provide it with a broad range of advanced performance services.
Thompson will be a dedicated resource for investment consultants throughout Canada.
5 billion in new assets this year across nearly all of our investment strategies, and one key to that growth has been the earned confidence of an increasing number of investment consultants.
For interview requests or for press passes to the IMCA National Investment Consultants Conference in Scottsdale, AZ please contact Donna Schmidt at 303.
InvestorForce, the world's premier provider of performance reporting solutions to institutional investment consultants, today announced its new investment manager data collection service, InvestorForce COLLECT(TM), to be released later this quarter.
The aiCIO list referred to as The Knowledge Brokers recognizes the 25 most influential investment consultants around the world.
CIMA, CIS, CFP provides an overview of standard deviation and Value at Risk, two quantitative tools that investment consultants can use or misuse.
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