Advisor Là Gì

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advisor
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advisor /əd"vaizə/ (advisor) /əd"vaizə/ danh từ bạn hướng dẫn, tín đồ chỉ bảo, cầm vấnlegal adviser: vắt 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 to manage a particular fund"s portfolio. A fund"s advisor assigns a manager(s) khổng lồ make the day-to-day decisions involved in the purchase and sale of a fund"s securities according khổng lồ stated strategies và investment objectives.
1. It"s a good idea to choose an advisor carefully according khổng lồ his or her professional credentials, experience and 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 asphối 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 quality 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 - IARNominated Advisor - NOMADRegistered Investment Advisor - RIA