investment advisor


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ThesaurusAntonymsRelated WordsSynonymsLegend:
Noun1.investment advisor - someone who advises others how to invest their money
adviser, advisor, consultant - an expert who gives advice; "an adviser helped students select their courses"; "the United States sent military advisors to Guatemala"
References in periodicals archive ?
18, 2013 /PRNewswire/ -- Todd Millay, managing director of Choate Investment Advisors, has been named to the 2013 list of "America's Top 100 Independent Financial Advisors" by Barron's magazine.
is a registered investment advisor with licensed financial advisors throughout the United States.
Utilizing advanced technology and responsive client support, Trust Company services include registered investment advisor custody services, transfer agent and registrar for non-traded REITs and other direct participation programs, self-directed IRA account administration, and secure information processing.
This important ranking follows on the heels of the unveiling of the NEXT Global Management Account, a fee-based unified management account program designed exclusively for NEXT investment advisors.
The survey, a follow-up to the firm's 2004 survey, shows that 43 percent of investors responding were not aware that stockbrokers and investment advisors offering fee-based advice provide different levels of investor protection (compared to 41 percent in 2004).
Forward Management, as investment advisor, is responsible for evaluating mid- and large-cap companies to determine if they meet the Sierra Club Funds' investment standards.
FAF Advisors is a national investment firm that serves as the registered investment advisor to First American Funds and provides customized portfolio management to corporations, public entities, nonprofit organizations, and other institutions.
Banc One Investment Advisors Corporation is affiliated with Banc One Corporation (NYSE: ONE) which has assets of approximately $70 billion and operates 63 banks with 1,267 offices in Arizona, Colorado, Indiana, Illinois, Kentucky, Michigan, Ohio, Texas, Utah and Wisconsin.
Diversified Investment Advisors' Report on Retirement Plans--2006 survey was conducted by Diversified Investment Advisors, Inc.
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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