investment consultant
Portfolio strategy expert
An investment consultant advises individuals or institutions on financial matters—where to put money, how to allocate assets, when to buy or sell.
The title covers a range of expertise and credentials, from certified financial planners to salespeople pushing products.
We hired an investment consultant to review our retirement portfolio.
Ownership stakes or inventory
- bondsTies that unite
- equitiesOwnership stakes in corporations
- securitiesTradeable financial assets
- mutual fundsCollectively managed securities portfolios
ETFs · commodities · indices · volatility · bullish · bearish · diversification · rebalancing
One who gives guidance
- analystOne who examines systematically
- strategistExpert in planning campaigns
- fiduciaryAgent bound by loyalty
- CFPFinancial planning certification
CFA · registered · licensed · independent · wealth manager · financial planner · broker · portfolio manager
Advice for decisions
- recommendationsProposed courses of action
- strategyPlanned approach to goals
- planningArranging for future events
- expertiseSkill from extensive practice
analysis · insight · counsel · wealth management · financial advice · asset allocation · retirement planning · estate planning
Formal evaluation of worth
- diversificationExpanding into varied areas
- exposureState of being unprotected
- mitigationReduction of severity
- volatilityRapid, unpredictable changeability
downside · risk tolerance · hedging · liquidity · credit risk · market risk · drawdown · correlation
stocks
Ownership stakes or inventory
- bondsTies that unite
- equitiesOwnership stakes in corporations
- securitiesTradeable financial assets
mutual funds · ETFs · commodities · indices · volatility · bullish · bearish · diversification · rebalancing · benchmark
advisor
One who gives guidance
- analystOne who examines systematically
- strategistExpert in planning campaigns
- fiduciaryAgent bound by loyalty
CFP · CFA · registered · licensed · independent · wealth manager · financial planner · broker · portfolio manager · credentials
guidance
Advice for decisions
- recommendationsProposed courses of action
- strategyPlanned approach to goals
- planningArranging for future events
expertise · analysis · insight · counsel · wealth management · financial advice · asset allocation · retirement planning · estate planning · tax optimization
assessment
Formal evaluation of worth
- diversificationExpanding into varied areas
- exposureState of being unprotected
- mitigationReduction of severity
volatility · downside · risk tolerance · hedging · liquidity · credit risk · market risk · drawdown · correlation · due diligence
- consultantsassociate, partner, leadership coach, advisor, financial advisor
- Financial Adviserswealth manager, retirement planner, portfolio manager, asset manager, financial coach
- Financial Advisorsfinancial planner, wealth advisor, financial advisor, CFP, wealth manager
investment consultantchurner
Apparatus for making butter
stockbroker · broker · day trader · market maker · salesperson
investment consultantBernie Madoff
fraudster · scam artist · loan shark · spendthrift · con man
investment, consultant, invest, invested, investing, investor, investors, investments, investiture