![Courtney Rebecca Fraser](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ms. Courtney R.
Fraser is a Relationship Advisor at Marotta Wealth Management, Inc. She is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs.
Ms. Fraser was previously employed as a Finance Vice President by Alpha Delta Pi Sorority and a Farm Assistant by Wakefield Farm.
She graduated from Virginia Tech and holds a B.S.
in Applied Economic Management with a concentration in Financial Planning.
| Sociétés | Poste | Début |
|---|---|---|
Marotta Wealth Management, Inc.
 Marotta Wealth Management, Inc. Investment ManagersFinance MWM’s investment philosophy is based on the analytic principles of modern portfolio theory. The firm uses six different asset classes: three for stability and three for appreciation. They divide the asset classes for stability into short money, US bonds, and foreign bonds; and divide appreciation into US stocks, foreign stocks, and resource stocks. Most of the time they recommend diversified portfolios composed of investments with low expense ratios that follow the index of a subsector of one of the asset classes. | Trading-Equity | 01/06/2016 |
| Sociétés | Poste | Fin |
|---|---|---|
Alpha Delta Pi Sorority | Corporate Officer/Principal | 01/12/2014 |
Wakefield Farm
 Wakefield Farm Agricultural Commodities/MillingProcess Industries Engages in farming of crop | Corporate Officer/Principal | 01/08/2014 |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 4 |
|---|---|
Wakefield Farm
Wakefield Farm Agricultural Commodities/MillingProcess Industries Engages in farming of crop | Process Industries |
Marotta Wealth Management, Inc.
Marotta Wealth Management, Inc. Investment ManagersFinance MWM’s investment philosophy is based on the analytic principles of modern portfolio theory. The firm uses six different asset classes: three for stability and three for appreciation. They divide the asset classes for stability into short money, US bonds, and foreign bonds; and divide appreciation into US stocks, foreign stocks, and resource stocks. Most of the time they recommend diversified portfolios composed of investments with low expense ratios that follow the index of a subsector of one of the asset classes. | Finance |
Virginia Tech Research Center
 Virginia Tech Research Center Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Alpha Delta Pi Sorority |
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