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Anciens postes connus de John F. Trettel
| Sociétés | Poste | Fin |
|---|---|---|
HBK Sorce Advisory LLC
 HBK Sorce Advisory LLC Investment ManagersFinance HBKS’ investment philosophy is based on the belief that diversifying their clients’ portfolios across many asset classes over time and through market cycles offers the best opportunity to achieve long-term wealth objectives. The firm utilizes sophisticated optimization and allocation models to create portfolios that consistently deliver quality after-fee, after-tax return for a given level of risk – or conversely, achieve a reduced level of risk for a specified, anticipated rate of return. | Gestionnaire de Portefeuille-Actions | 29/02/2008 |
Presque Isle Capital Management, Inc.
 Presque Isle Capital Management, Inc. Investment ManagersFinance To achieve long-term growth of capital within the equity portfolios, PICM's emphasis is on the common stock of companies with a demonstrated and anticipated record of above average growth. Their focus is toward market leaders with a strong financial position, favorable valuation and participation within growing industries. For fixed-income, they utilize high quality notes and bonds as investment security selections. A determination of taxable or tax-free securities for usage is made in accordance with our expectations for interest rate trends. The firm's focus is toward intermediate maturities to maintain flexibility and to minimize portfolio volatility. | President | 28/02/2006 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Presque Isle Capital Management, Inc.
Presque Isle Capital Management, Inc. Investment ManagersFinance To achieve long-term growth of capital within the equity portfolios, PICM's emphasis is on the common stock of companies with a demonstrated and anticipated record of above average growth. Their focus is toward market leaders with a strong financial position, favorable valuation and participation within growing industries. For fixed-income, they utilize high quality notes and bonds as investment security selections. A determination of taxable or tax-free securities for usage is made in accordance with our expectations for interest rate trends. The firm's focus is toward intermediate maturities to maintain flexibility and to minimize portfolio volatility. | Finance |
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBKS’ investment philosophy is based on the belief that diversifying their clients’ portfolios across many asset classes over time and through market cycles offers the best opportunity to achieve long-term wealth objectives. The firm utilizes sophisticated optimization and allocation models to create portfolios that consistently deliver quality after-fee, after-tax return for a given level of risk – or conversely, achieve a reduced level of risk for a specified, anticipated rate of return. | Finance |
