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Profil
Mr. Jeffrey M.
Walters is Wealth Manager at Badgley, Phelps & Bell, Inc. He has over 17 years of experience in advising clients with a focus on retirement planning.
He joined Badgley Phelps in July 2015.
His expertise is working with successful professionals, business owners, and employees transitioning from their career to a meaningful retirement.
This is done using a thoughtful financial planning process which addresses his client's unique goals and objectives to build a customized investment portfolio.
He received his Bachelor of Arts degree in Finance from Western Washington University.
Anciens postes connus de Jeff Walters
| Sociétés | Poste | Fin |
|---|---|---|
Badgley, Phelps & Bell, Inc.
 Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Gestionnaire de Portefeuille-Actions | - |
Formation de Jeff Walters
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27
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2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Badgley, Phelps & Bell, Inc.
Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Finance |
Western Washington University
 Western Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
