investment adviser

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Investment adviser

A person or an organization that makes the day-to-day decisions regarding a portfolio's investments. Also called a portfolio manager.

Investment Adviser

A person or business that provides investing advice or counsel to an investor in exchange for a fee. Investment advisers may interact directly with a client (e.g. by managing assets), or may provide passive, general advice on which securities or industries are bullish or bearish. Investment advisers managing more than a certain amount of money must register with the SEC; the actions of all investment advisers are governed by the Investment Advisers Act of 1940. Importantly, it is a criminal offense for investment advisers to provide false or misleading information, and to sell or buy their own securities to or from a client.

investment adviser

A person who offers professional investment advice. Investment advisers are required to register with the SEC.
References in periodicals archive ?
Active Investment Advisors is an investment manager that specializes in index-based separate account solutions.
Experts in customizing retirement solutions, Diversified Investment Advisors offers comprehensive programs of high-quality investments coupled with administrative services, technical guidance and employee communications services to Defined Contribution, Defined Benefit and Not-For-Profit retirement plan sponsors.
Diversified Investment Advisors brings comprehensive selection, monitoring and control to the investment management process.
Most importantly, Diversified Investment Advisors establishes itself as a partner in developing unique, client-driven retirement solutions.
Davidson Investment Advisors has successfully managed portfolios for individuals, corporations, employee benefit plans, foundations and trusts for more than 30 years, and operates from offices in Great Falls, Seattle and San Francisco.
Crotty joins Davidson Investment Advisors with a strong background, serving most recently as a managing director for Spectrum Advisory Services Inc.
Davidson Investment Advisors is a subsidiary of Davidson Companies, an independently owned financial services holding company based in Great Falls, Montana.
CONTACT: Wayne Siemens of Secured Investment Advisors, 805-962-1111; or Mike Pollock of Burson-Marsteller, 213-251-4605, for Secured Investment Advisors/
May 25 /PRNewswire/ -- Three Southwest real estate investment firms today announced the formation of Secured Investment Advisors Inc.
Secured Investment Advisors was formed through a partnership with Santa Barbara Capital, L&G Realty Advisors Inc.
The Fund is one of four funds with management overseen by Quantitative Investment Advisors, including two domestic and two international funds.
Quantitative Investment Advisors, which began managing mutual funds in 1985, manages approximately $1.

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