Profil
Mr. John W.
Greer, CFA, is an Investment Strategist at Total Investment Management, Inc. He leads the investment analysis, portfolio construction and asset allocation for clients.
He brings a strong understanding of financial markets, financial analysis, and portfolio management to clients.
He attended Arizona State University with a B.S.
in Finance.
He is also a CFA Charterholder.
He is a member of the CFA Institute and CFA Phoenix Society.
Postes actifs de John William Greer
| Sociétés | Poste | Début |
|---|---|---|
Total Investment Management, Inc.
Total Investment Management, Inc. Investment ManagersFinance TIM follows a proactive tactical asset allocation strategy to manage portfolios. The firm closely monitors their holdings for relative performance, following economic and technical indicators and using a strict trading discipline. Although there will be times when portfolio turnover increases with volatility, overall, they seek to keep turnover low while maintaining returns. TIM allocates their model portfolios among several asset classes, including small caps, mid-caps, large-caps, international and bonds. | Analyst-Equity | 01/01/2007 |
Formation de John William Greer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Arizona State University
Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Total Investment Management, Inc.
Total Investment Management, Inc. Investment ManagersFinance TIM follows a proactive tactical asset allocation strategy to manage portfolios. The firm closely monitors their holdings for relative performance, following economic and technical indicators and using a strict trading discipline. Although there will be times when portfolio turnover increases with volatility, overall, they seek to keep turnover low while maintaining returns. TIM allocates their model portfolios among several asset classes, including small caps, mid-caps, large-caps, international and bonds. | Finance |
















