Profil
Mr. Joseph F.
Turley, CFA MBA, is Principal Advisor at Breakwater Investment Management LLC.
He founded the firm in August 2009.
He received his undergraduate degree from Babson College and an MBA from the University of Washington.
Anciens postes connus de Jay Turley
| Sociétés | Poste | Fin |
|---|---|---|
Breakwater Investment Management LLC
Breakwater Investment Management LLC Investment ManagersFinance Breakwater generally uses a passive investment strategy that is not actively managed. The firm offers objective advice based solely on the goals, needs, and risk tolerance of their clients. Their investment style typically includes multiple asset classes (stocks, bonds, commodities, real estate). They believe global allocations offer less risk than investing exclusively in their home-country. Breakwater prefers exchange traded funds over individual issues or mutual funds due to the superior diversification, transparency, low cost, tax efficiency and portability. | Directeur Général | 01/03/2022 |
Formation de Jay Turley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Washington
University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Babson College
Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Breakwater Investment Management LLC
Breakwater Investment Management LLC Investment ManagersFinance Breakwater generally uses a passive investment strategy that is not actively managed. The firm offers objective advice based solely on the goals, needs, and risk tolerance of their clients. Their investment style typically includes multiple asset classes (stocks, bonds, commodities, real estate). They believe global allocations offer less risk than investing exclusively in their home-country. Breakwater prefers exchange traded funds over individual issues or mutual funds due to the superior diversification, transparency, low cost, tax efficiency and portability. | Finance |
















