WiserAdvisor > Portfolio Management
- Stock Analysis and Research
- Bond Investments and Risk
- Asset Allocation
- Investment Strategy
- Investment in Mutual Funds
- Alternative Investments
- Socially Responsible Investing
- International Investing
- Hedge Funds For Investors
- Exchange Traded Funds (ETFs)
Credentials & Designations
- Accredited Asset Management Specialist (AAMS)
- Certified Wealth Preservation Planner (CWPP)
- Chartered Asset Manager (CAM)
- Professional Plan Consultant (PPC)
- Accredited Buyer Representative (ABR)
- Board Certified in Mutual Funds (BCMF)
Articles and Blog
Featured Articles on Portfolio Managers
- Hot Stock Tips - What to be Wary About
- A Look at P/E Ratios
- A Return to Dividends?
- A Checklist for Bond Investors
- Are Muni Bonds Appropriate for You?
- Assessing a Bond's Credit Risk
- Asset Allocation ? Is your Portfolio Really Diversified
- Asset Allocation- Easing The Burden of Diversifying
- Correlating Your Portfolio
- Buy High, Sell Low
- Constructing a Portfolio
- Consider Dollar Cost Averaging
- The ABC?s of Investing and Why You Should Avoid Them
- Do You Know What You?re Paying For?
- How Enhanced Index Investing Can Be Used To Enhance Your Investment Portfolio
- Energy Royalty Trusts
- Employee Stock Options: Investing and Mitigating Risk
- So, you want to invest in an oil deal?
- Socially Responsible Investing: Putting Your Money Where Your Heart Is
- Community Investing: Helping Others
- Aligning Your Values With Your Investments
- Conquering Emerging Markets
- Overseas Investing Makes Sense
- Investing Internationally: A World of Opportunity
- Hedge Funds: "Heads they win, Tails you lose?"
- Come Out, Come Out, Wherever You Are
- Hedge Funds for Individual Investors
- Enhancing your investment returns through etfs, while minimizing your risk.
- Seeing the World with Your Portfolio
- Investing in Sectors
Stock Analysis and Research
Bond Investments and Risk
Investment in Mutual Funds
Socially Responsible Investing
Hedge Funds For Investors
Exchange Traded Funds (ETFs)
Featured Portfolio Managers...
Scotia Partners, LLC is an investment advisor registered with the Securities and Exchange Commission. We serve institutional and high net worth investors, managing $150 million in separately managed ......
I have been licensed as a Registered Representative of a FINRA Broker Dealer firm since 1988. My current firm is National Planning Corporation. My licenses include those necessary to sell general secu......
Kennedy & Company specializes by providing Wealth and Tax Management services to families with complex planning needs and significant assets, typically in excess of $500,000. We help our clients answ......
Kyle L. Kranzley is a full service fee-based financial planner with LPL Financial. His highest priority is to create value and peace of mind for his clients by offering comprehensive wealth management......
We guide our clients, their families and friends in identifying and achieving their lifetime goals, collaborating with their other trusted professional advisors. Our experienced leadership brings peac......
"We provide a small number of clients with the highest level of PERSONAL financial advice and service possible, helping them successfully achieve their financial goals and dreams." Because I truly ca......
Perritt Capital Management has been assisting our clients with building family wealth for over 25 years. We provide customized investment solutions to high net worth individuals, executives and entre......
I work with clients to design a personal financial plan around their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed t......
XPYRIA is a Pittsburgh, PA based independent investment advisor. Since our inception in 1990, we have provided the smaller institution and private market client with a level of investment management s......
Objective Advice. Personalized Solutions. Blue Ocean Strategic Capital, LLC provides investment management and financial planning services on a fee only basis. Our team of CPAs, PFSs, CFPs, MBAs, a ......
Lynch Financial Advisors is a Fee-Only (no commissions and no sales of ANY sort) financial planning and advisory firm. Our best clients are those that enjoy having a hands on "General Manager" that h......
For over 14 years Michael Niemczyk, President of MLN Retirement Planning, Inc. and a licensed investment advisor, has hand selected a team of professionals to design, implement and manage profitable r......
Are you going to outlive your money, or is your money going to outlive you? Providing sufficient Retirement Income for people is the central challenge for today’s financial advisors. I have the abil......
Established in 1985, Mercer Advisors is a fee-only total wealth management firm that provides comprehensive financial planning and investment management services. Our Strategic Advisory teams use a sy......
You get excellent customer service with our firm.As a valued client, we're dedicated to helping you reach your financial objectives. We differentiate ourselves from the rest of the market place to ......
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you plan to reach......
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Portfolio Manager ?
- Minimum 5 years of Experience
- 5 Year clear FINRA/SEC record
- Must be Fee Based or Fee Only
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