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Profil
Mr. Marvin D.
Fritz, CFA, is Executive Vice President at Jacobus Wealth Management, Inc.
Mr. Fritz was previously employed as Chief Investment Officer by Bank One Wisconsin and UBS Brinson Japan, and Managing Partner by Brinson Partners, Inc. and UBS Asset Management (Americas) Inc. Board of Directors.
He received his Bachelor of Science degree from University of Utah and his MBA from Northwestern University.
Anciens postes connus de Dale Fritz
| Sociétés | Poste | Fin |
|---|---|---|
Jacobus Wealth Management, Inc.
 Jacobus Wealth Management, Inc. Investment ManagersFinance Jacobus Wealth Management utilizes an asset allocation strategy to select equities, fixed-income, ETFs and other alternative investments for their clients' portfolios. With regard to equities, Jacobus offers a variety of investment styles including growth, value, blend, balanced, international or global. The firm's strategies include low turnover, bottom-up, top-down, active, passive ETFs and long/short strategies. They invest across all market-caps. The firm offers investments in a variety of ETFs based on a several strategies including domestic, international, value, growth, large-cap, small-cap, whole sectors or specific industries. For fixed-income investments, Jacobus considers quality, sector, credit, liquidity and duration. Securities may include municipal bonds, treasury bonds, inflation-protected bonds, corporate bonds, international bonds and MLPs. Jacobus also offers a variety of alternative investments including real estate, energy, private equity and debt capital, venture capital, hedge funds and commodities. The firm also assists clients with strategies related to concentrated stock positions and employee stock options. This may include covered call writing, protective put options, cashless collars, subsidized collars, monetized collars, diversification plans and option exercise planning. | Membre du Comité d'Investissement | 29/08/2016 |
UBS Asset Management (Americas) LLC
 UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Corporate Officer/Principal | - |
Bank One, Wisconsin
 Bank One, Wisconsin Major BanksFinance Nationally chartered commercial bank | Directeur en chef des Investissements | - |
Brinson Partners, Inc.
 Brinson Partners, Inc. Investment ManagersFinance Financial management | Corporate Officer/Principal | - |
Formation de Dale Fritz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Finance |
Brinson Partners, Inc.
Brinson Partners, Inc. Investment ManagersFinance Financial management | Finance |
University of Utah
 University of Utah Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Jacobus Wealth Management utilizes an asset allocation strategy to select equities, fixed-income, ETFs and other alternative investments for their clients' portfolios. With regard to equities, Jacobus offers a variety of investment styles including growth, value, blend, balanced, international or global. The firm's strategies include low turnover, bottom-up, top-down, active, passive ETFs and long/short strategies. They invest across all market-caps. The firm offers investments in a variety of ETFs based on a several strategies including domestic, international, value, growth, large-cap, small-cap, whole sectors or specific industries. For fixed-income investments, Jacobus considers quality, sector, credit, liquidity and duration. Securities may include municipal bonds, treasury bonds, inflation-protected bonds, corporate bonds, international bonds and MLPs. Jacobus also offers a variety of alternative investments including real estate, energy, private equity and debt capital, venture capital, hedge funds and commodities. The firm also assists clients with strategies related to concentrated stock positions and employee stock options. This may include covered call writing, protective put options, cashless collars, subsidized collars, monetized collars, diversification plans and option exercise planning. | Finance |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank One, Wisconsin
Bank One, Wisconsin Major BanksFinance Nationally chartered commercial bank | Finance |
