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单词 investment adviser
释义

investment adviser


Thesaurus
Noun1.investment adviser - someone who advises others how to invest their moneyinvestment advisoradviser, advisor, consultant - an expert who gives advice; "an adviser helped students select their courses"; "the United States sent military advisors to Guatemala"

investment adviser


Investment adviser

A person or an organization that makes the day-to-day decisions regarding a portfolio's investments. Also called a portfolio manager.

Investment Adviser

A person or business that provides investing advice or counsel to an investor in exchange for a fee. Investment advisers may interact directly with a client (e.g. by managing assets), or may provide passive, general advice on which securities or industries are bullish or bearish. Investment advisers managing more than a certain amount of money must register with the SEC; the actions of all investment advisers are governed by the Investment Advisers Act of 1940. Importantly, it is a criminal offense for investment advisers to provide false or misleading information, and to sell or buy their own securities to or from a client.

investment adviser

A person who offers professional investment advice. Investment advisers are required to register with the SEC.

investment adviser


Related to investment adviser: Registered Investment Advisors
  • noun

Synonyms for investment adviser

noun someone who advises others how to invest their money

Synonyms

  • investment advisor

Related Words

  • adviser
  • advisor
  • consultant
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更新时间:2025/3/1 4:18:06