investment advisor

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  • noun

Synonyms for investment advisor

someone who advises others how to invest their money

References in periodicals archive ?
A Brochure Supplement shall detail the educational background and business experience of each investment advisor representative, just as the old Form ADV Part 2 and Schedule F previously required.
DENVER -- Trust Company of America, provider of custody services to fee-based registered investment advisors, today unveiled TCRepresentative, a comprehensive set of tools designed to help advisors effectively manage and service their network of representatives while structuring the relationship to best fit each firm's unique business needs.
In addition to managing the Sierra Club Mutual Funds, Forward Management is the investment advisor for the Forward Funds, a family of 10 mutual funds in small cap, international and specialty asset classes including the Forward International Small Companies Fund, Forward Hoover Small Cap Equity Fund, and the Forward Emerald Opportunities Fund.
We are proud to continue to attract highly experienced individuals to our firm," said Andrew Davidson, President of Davidson Investment Advisors.
Founded in 1974, Madison Investment Advisors is independently owned and based in Madison, Wisconsin.
We are pleased to offer financial advisers a quant-driven long/short fund alternative managed by SSgA's experienced quantitative equity team," said Bill Umphrey, President of Quantitative Investment Advisors.
In most cases, these companies are offering a 401(a) defined contribution plan such as a money purchase plan funded with matching contributions to a 401(k) plan not only to help contain the risk inherent in defined benefit plans, but because they remain committed to help fund their employees' retirement benefits," said Patrick Kendall, vice president and national practice leader of defined benefit and 401(k) markets at Diversified Investment Advisors, Inc.
In addition, some of these companies offer full-service regulatory compliance assistance to help CPAs register as investment advisors.
Government Securities Trust, a diversified, open-end management investment company advised by the Fund's investment adviser, Morgan Stanley Investment Advisors Inc.
Independent Registered Investment Advisors (RIAs) often compete with brokerage firms that use large budgets and ad campaigns to sell brokerage services, including investment advice, for a fee.
DENVER -- Trust Company of America, provider of custody services to fee-only registered investment advisors, today announced their newest client, Great American Advisors.
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