Profil
Mr. Robert W.
Phelps, CFA MBA, is a Principal at Oarsman Capital, Inc. As a financial-market professional since 1986, provides portfolio management, research and client service.
He has developed proprietary measures for determining the optimal asset allocation for individuals, and specializes in implementing the resulting strategy for each client.
Prior to co-founding Oarsman Capital in 2000, Mr. Phelps was Vice President and Portfolio Manager with Baird Investment Management and Principal and Portfolio Manager with Marietta Investment Partners, LLC.
Before joining Baird, he spent seven years as an officer of the Kingsley State Bank, Kingsley, Iowa.
Mr. Phelps received his MBA degree from the University of Iowa and a BA degree in Business Administration from Luther College, Decorah, Iowa.
He was awarded the Chartered Financial Analyst designation in 1997.
Postes actifs de Bob Phelps
| Sociétés | Poste | Début |
|---|---|---|
Oarsman Capital, Inc.
 Oarsman Capital, Inc. Investment ManagersFinance Oarsman Capital, Inc. is an independent registered investment advisor headquartered in Milwaukee, Wisconsin with an additional office in Prairie du Sac and Brookfield. The firm was founded by Robert Phelps and Alan Purintun in 2000. Oarsman Capital provides investment management services, mutual fund/exchange-traded fund portfolios, and retirement plan advisory services to a variety of retail and institutional clients. | Fondateur | 01/01/2000 |
Anciens postes connus de Bob Phelps
| Sociétés | Poste | Fin |
|---|---|---|
Marietta Investment Partners LLC
 Marietta Investment Partners LLC Investment ManagersFinance Marietta Investment Partners LLC (Marietta) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by John T. Evans in 2000. Marietta provides investment advisory services to individual, trust and institutional clients. | Gestionnaire de Portefeuille-Actions | - |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Gestionnaire de Portefeuille-Actions | 31/12/1999 |
Formation de Bob Phelps
| Luther College | Undergraduate Degree |
| University of Iowa | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Oarsman Capital, Inc.
Oarsman Capital, Inc. Investment ManagersFinance Oarsman Capital, Inc. is an independent registered investment advisor headquartered in Milwaukee, Wisconsin with an additional office in Prairie du Sac and Brookfield. The firm was founded by Robert Phelps and Alan Purintun in 2000. Oarsman Capital provides investment management services, mutual fund/exchange-traded fund portfolios, and retirement plan advisory services to a variety of retail and institutional clients. | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
Marietta Investment Partners LLC
Marietta Investment Partners LLC Investment ManagersFinance Marietta Investment Partners LLC (Marietta) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by John T. Evans in 2000. Marietta provides investment advisory services to individual, trust and institutional clients. | Finance |
