Advisor là gì

     
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advisor
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advisor /əd"vaizə/ (advisor) /əd"vaizə/ danh từ người hướng dẫn, người chỉ bảo, gắng vấnlegal adviser: thay vấn pháp lý
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1.The person or company responsible for making investments on behalf of, and/or providing advice to lớn, investors. 2. In the context of the mutual fund business, an advisor, also known as an investment advisor, is an organization employed by an investment company lớn manage a particular fund"s portfolio. A fund"s advisor assigns a manager(s) lớn make the day-to-day decisions involved in the purchase và sale of a fund"s securities according to stated strategies and investment objectives.
1. It"s a good idea to lớn choose an advisor carefully according to his or her professional credentials, experience & expertise. Fees and services provided are also important considerations.2. A fund"s advisor has the primary responsibility for the investment performance of the fund. This responsibility may be shared with another investment advisory firm, with each advisor focusing on different asmix types in a portfolio. Advisors receive an annual management fee, which is computed as a percentage of a fund"s assets under management. The fee makes up a large portion ofa fund"s operating expenses. For fund investors, judging the unique of a mutual fund"s portfolio management is one of the most important considerations for investing in a fund.


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ADV FormAnalystBrokerCertified Financial Planner - CFPFinancial PlannerInvestment AdvisorInvestment Advisory Representative - IARNominated Advisor - NOMADRegistered Investment Advisor - RIA

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