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Profil
Mr. Joe M.
Schwab is Co-Founder, CEO & Portfolio Manager at Summit Portfolio Advisors LLC.
He co-founded Summit Portfolio Advisors in September 2005.
Mr. Schwab received his undergraduate degree from the University of Colorado at Boulder, Leeds School of Business in 2000.
Anciens postes connus de Joseph Michael Schwab
| Sociétés | Poste | Fin |
|---|---|---|
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBCWM creates a plan tailored to their client’s complex needs and goals. The firm uses their discovery process in identifying their clients’ investment, retirement, tax and estate planning needs. | Corporate Officer/Principal | 31/12/2004 |
Summit Portfolio Advisors LLC
 Summit Portfolio Advisors LLC Investment ManagersFinance Summit Portfolio Advisors' (SPA) invests client accounts primarily in ETF securities, traded in U.S. markets, and by writing listed covered call options and buying listed put options on all or a substantial portion of the portfolio’s securities. The firm's investment approach is based on 'Collar Investing,' a stock and option strategy that involves buying a stock and collaring that stock with the purchase of a put option and the sale of a covered call option. The strategy seeks to identify opportunities for price arbitrage between stocks and their derivatives and to invest clients' portfolios in stock/collar combinations that offer an attractive risk/reward proposition. In addition to Collar Investing, where the put and call options are derivatives of the purchased stock and expire on the same date, the firm may occasionally employ other collar strategies. Index put or call options may sometimes be substituted for one or both sides of the collar or the expiration dates of the put and call option may sometimes be different. | Directeur Général | - |
Formation de Joseph Michael Schwab
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBCWM creates a plan tailored to their client’s complex needs and goals. The firm uses their discovery process in identifying their clients’ investment, retirement, tax and estate planning needs. | Finance |
Summit Portfolio Advisors LLC
Summit Portfolio Advisors LLC Investment ManagersFinance Summit Portfolio Advisors' (SPA) invests client accounts primarily in ETF securities, traded in U.S. markets, and by writing listed covered call options and buying listed put options on all or a substantial portion of the portfolio’s securities. The firm's investment approach is based on 'Collar Investing,' a stock and option strategy that involves buying a stock and collaring that stock with the purchase of a put option and the sale of a covered call option. The strategy seeks to identify opportunities for price arbitrage between stocks and their derivatives and to invest clients' portfolios in stock/collar combinations that offer an attractive risk/reward proposition. In addition to Collar Investing, where the put and call options are derivatives of the purchased stock and expire on the same date, the firm may occasionally employ other collar strategies. Index put or call options may sometimes be substituted for one or both sides of the collar or the expiration dates of the put and call option may sometimes be different. | Finance |
