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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Some lack the information they need to compare providers and so could be sticking with their existing investment consultant or fiduciary manager when there are better options available.
Investment consultant Anthea Harrison said Carina Coleman, 30, once put on sexy knee-high boots in the office.
She also directs AKAM's in-house accounting and finance department, supervises the preparation of operating and capital budgets for all AKAM properties, and acts as an investment consultant. Barber brings to her new position experience in residential real estate accounting, budgeting, and financial management.
Tenders are invited for a qualified investment consultant is needed to assist the board in its role as fiduciaries to the trust.
De Vree has previously been at Insight Investment, where he was a senior solutions expert and Cooke was previously a senior investment consultant at Mercer in Hong Kong.
Community Bank of the Chesapeake has promoted Anna Fagan, investment consultant, Infinex Investments, Inc., to senior vice president, director of community wealth advisors (CWA) where she continues to develop and lead the wealth management division, the company said.
The transaction will provide the buyer with full control over the entity, which is an investment consultant to the Converto Capital Fund.
Initial bids for one of the units were made almost immediately by a Wall Street investment consultant, through his broker, and an attorney couple who came in off the street, having been attracted by the signage.
Contract notice: framework agreement for the ongoing consultation by an investment consultant for the capital investments of the zusatzversorgungskasse of the city of cologne
Binks has eight years of experience working with investment consultant, Willis Towers Watson (WTW), including most recently as an assistant portfolio manager for fully delegated, Defined Benefit (DB) fund portfolios.
At his first job, as an investment consultant with the Victor Capital Group, Holliday got aquatinted with Green, who was one of the company's clients.
Their current investment consultant can steer them to do this.
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