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Profil
Marjorie Uys Edenfield worked as an Advisor at Resource Planning Group Ltd. from 2012 to 2020 and as a Senior Wealth Advisor at TrueWealth LLC.
She received her undergraduate degree from Brenau University, Inc. in 2012.
Anciens postes connus de Marjorie Uys Edenfield
| Sociétés | Poste | Fin |
|---|---|---|
Resource Planning Group Ltd.
 Resource Planning Group Ltd. Investment ManagersFinance RPG applies a disciplined systematic process which seeks to exploit empirically persistent factors such as value, momentum, trend, carry, capitalization, and low beta, among others. Their portfolio management approach is based largely on academic research and long-term empirical evidence of the factors which explain return and risk. The firm constructs broadly diversified investment portfolios using a consistent application of the discipline and generally employing low-cost investment vehicles to gain exposure to various asset classes. They employ technical analysis primarily to apply dynamic risk management for the growth assets in client portfolios. | Corporate Officer/Principal | 01/01/2020 |
TrueWealth LLC
 TrueWealth LLC Investment ManagersFinance TrueWealth bases their security selection upon market research and portfolio construction methodologies. They believe that traditional investment management approaches based on forecasting returns of securities, asset classes, and managers does not add to expected investment returns and can increase risks unnecessarily. The firm uses passive investment management. | Gestionnaire de Portefeuille-Actions | - |
Formation de Marjorie Uys Edenfield
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Brenau University, Inc.
 Brenau University, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Resource Planning Group Ltd.
Resource Planning Group Ltd. Investment ManagersFinance RPG applies a disciplined systematic process which seeks to exploit empirically persistent factors such as value, momentum, trend, carry, capitalization, and low beta, among others. Their portfolio management approach is based largely on academic research and long-term empirical evidence of the factors which explain return and risk. The firm constructs broadly diversified investment portfolios using a consistent application of the discipline and generally employing low-cost investment vehicles to gain exposure to various asset classes. They employ technical analysis primarily to apply dynamic risk management for the growth assets in client portfolios. | Finance |
TrueWealth LLC
TrueWealth LLC Investment ManagersFinance TrueWealth bases their security selection upon market research and portfolio construction methodologies. They believe that traditional investment management approaches based on forecasting returns of securities, asset classes, and managers does not add to expected investment returns and can increase risks unnecessarily. The firm uses passive investment management. | Finance |
