investment advisor

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Noun

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"

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References in periodicals archive ?

Prime Capital Investment Advisors Prime Capital Investment Advisors provides a client-centric, team approach to full-service financial planning, including fee-based asset management and wealth management.

Prime Capital Investment Advisors Expands Growth into Ohio Valley with Giesting Financial Partnership

Horizon Investments, which won in the Strategist category this year for its Goals Based Solutions offering, was chosen from among the winners by Envestnet and Investment Advisor as the overall Manager of the Year, an elite honor given to firms that embody investment management excellence.

Envestnet, Inc. winners named

An investment advisor appointed under a 401 (k) plan assumes a fiduciary role with respect to that plan and the investment of its plan assets over which the investment advisor exercises investment discretion.

Participant-level money management account option

to AFIAA's portfolio," said Hans Jurg Stucki, managing director of the investment advisor to AFIAA, AFIAA-REIM, upon closing the transaction.

Swiss take $42M bite of market

Until then, those publishers were required to register with the SEC and meet all regulations and standards established for investment advisors who actually hold and invest clients' funds.

Why do regulators dislike newsletter marketing? (DM Notebook)

Kemper Vestis automatically provides Internet liability coverage with the purchase of investment advisor professional liability, mutual fund management and professional liability, or service provider professional liability.