Advisor là gì

     
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advisor
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advisor /əd"vaizə/ (advisor) /əd"vaizə/ danh từ tín đồ gợi ý, tín đồ chỉ bảo, cố gắng vấnlegal adviser: nuốm vấn pháp lý
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1.The person or company responsible for making investments on behalf of, and/or providing advice to, 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 khổng lồ manage a particular fund"s portfolio. A fund"s advisor assigns a manager(s) to lớn make the day-to-day decisions involved in the purchase & sale of a fund"s securities according to stated strategies và investment objectives.
1. It"s a good idea to lớn choose an advisor carefully according to his or her professional credentials, experience and expertise. Fees và 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 asset types in a portfolio. Advisors receive sầu 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.
ADV FormAnalystBrokerCertified Financial Planner - CFPFinancial PlannerInvestment AdvisorInvestment Advisory Representative sầu - IARNominated Advisor - NOMADRegistered Investment Advisor - RIA

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