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Sheldon McFarland
Gestionnaire de Portefeuille-Actions chez
Buckingham Strategic Partners LLC
Profil
Sheldon Patrick McFarland is the Director of Investment Strategy at Focus Partners Advisor Solutions LLC since 2018.
Formerly, the Vice President of Portfolio Strategy & Research at LWI Financial, Inc. Education includes an undergraduate degree from Brigham Young University in 2000 and an MBA from Santa Clara University.
Postes actifs de Sheldon McFarland
| Sociétés | Poste | Début |
|---|---|---|
Buckingham Strategic Partners LLC
 Buckingham Strategic Partners LLC Investment ManagersFinance Focus Partners's services are based on long-term investment strategies incorporating the principles of Modern Portfolio Theory (MPT). Their investment approach is rooted in the belief that markets are efficient and that investors’ returns are determined principally by asset allocation decisions, rather than market timing or stock picking. | Gestionnaire de Portefeuille-Actions | 01/12/2018 |
Anciens postes connus de Sheldon McFarland
| Sociétés | Poste | Fin |
|---|---|---|
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance LWI Financial utilizes investment strategies that are based on target asset-class allocations to reflect the client's clients individual financial circumstances, expressed cash needs, risk tolerance, investment objectives and other factors. The asset class allocation programs designate specified percentages within multiple securities asset classes with the intent of creating a diversified investment portfolio of no-load or low-load mutual funds. The firm does not recommend investments into individual securities. They employ a proprietary method of asset class allocation based on academic and behavioral economic studies. LWI's asset class allocation programs and advice concerning securities is based on publicly-available research and reports regarding Efficient Markets Theory, adjusted for certain behavioral economic factors. The asset class allocations are adjusted for risk. LWI's recommendations are designed for longer-term investors. The firm uses financial simulation programs which calculate the effects of various historical rates of return from different asset classes to assist in the preparation of asset allocation plans. | Analyst-Equity | - |
Formation de Sheldon McFarland
Expériences
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Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
4
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Santa Clara University
 Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance LWI Financial utilizes investment strategies that are based on target asset-class allocations to reflect the client's clients individual financial circumstances, expressed cash needs, risk tolerance, investment objectives and other factors. The asset class allocation programs designate specified percentages within multiple securities asset classes with the intent of creating a diversified investment portfolio of no-load or low-load mutual funds. The firm does not recommend investments into individual securities. They employ a proprietary method of asset class allocation based on academic and behavioral economic studies. LWI's asset class allocation programs and advice concerning securities is based on publicly-available research and reports regarding Efficient Markets Theory, adjusted for certain behavioral economic factors. The asset class allocations are adjusted for risk. LWI's recommendations are designed for longer-term investors. The firm uses financial simulation programs which calculate the effects of various historical rates of return from different asset classes to assist in the preparation of asset allocation plans. | Finance |
Buckingham Strategic Partners LLC
Buckingham Strategic Partners LLC Investment ManagersFinance Focus Partners's services are based on long-term investment strategies incorporating the principles of Modern Portfolio Theory (MPT). Their investment approach is rooted in the belief that markets are efficient and that investors’ returns are determined principally by asset allocation decisions, rather than market timing or stock picking. | Finance |
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