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investment advisor

 - 2 dictionary results
investment advisor

noun
someone who advises others how to invest their money [syn: investment adviser
WordNet® 3.0, © 2006 by Princeton University.
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Financial Dictionary

Investment Advisor

1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission.

2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and securities within the fund's portfolio in order to achieve the fund's objectives.

Also referred to as a "financial advisor".

Investopedia Commentary

A fund's investment objectives are usually reported in the prospectus.

Related Links

Shopping For A Financial Advisor
Dispelling The Myths Surrounding Financial Planners
Tips For Resolving Disputes With Your Financial Advisor

See also: Analyst, Broker, Broker-Dealer, Certified Financial Planner - CFP, Commission, Dealer, Discount Broker, Full Service Broker, Prospectus, Registered Investment Advisor - RIA

Also spelled: investment adviser

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