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Investment Advisor

   Also found in: Dictionary/thesaurus, Acronyms, Wikipedia 0.01 sec.
Investment Advisor
1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission.

2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and securities within the fund's portfolio in order to achieve the fund's objectives.

Notes:
A fund's investment objectives are usually reported in the prospectus.

Also referred to as a "financial advisor".


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Eric Haines promoted from associate publisher to publisher of Wicks Business Information's Investment Advisor Group, which includes the magazines Investment Advisor and Asset Management.
is a registered investment advisor with licensed financial advisors throughout the United States.
Investment Advisor (Shrewsbury, NJ), a magazine serving independent financial advisors published by Wicks Business Information, has launched Retirement Plan Advisor/Interactive Edition, a monthly e-newsletter focusing on the needs of readers who offer 401(k) and other qualified retirement plans to their clients.
 
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