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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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.
That service provider may be called, among other things, an investment consultant, a financial adviser, an RIA [registered investment adviser] or a broker, but the common element is that the consultant provides investment information and recommendations to the plan committee.
Among the investment consultant community, the proposed changes derived from Dodd-Frank are largely viewed as beneficial to investors as they increase transparency, reduce systemic risk, and would presumably improve swaps pricing.
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.
Your investment consultant may be particularly valuable at this juncture, as he or she helps you sort through the options and decide which funds are best suited to your needs.
com/research/1916b6/2012_preqin_altern) has announced the addition of Preqin's new book "2012 Preqin Alternatives Investment Consultant Review" to their offering.
Iain Clacher continued, In looking at the relationship between trustees and investment consultants, the research demonstrated that smaller schemes are more reliant on their investment consultant than larger schemes, which is understandable given the resource constraints they face.
M2 EQUITYBITES-February 20, 2015-InHub Investment Consultant eRFP platform debuts in all markets
BANKING AND CREDIT NEWS-February 20, 2015-InHub Investment Consultant eRFP platform debuts in all markets
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