Steven D. Lockshin is the founder and former CEO of
Convergent Wealth Advisors, one of the nation”s leading wealth
management firms, providing investors with objective advice,
flexible investment solutions, and transparency. He helped pioneer
the open architecture approach to investing and was an early
adopter of asset allocation strategies for high-net-worth
clients.
2 كتب إلكترونية بواسطة Steven D. Lockshin
Steven D. Lockshin: Get Wise to Your Advisor
The financial services world is changing. Technology is enabling
an automated approach to investing that should bring down the cost
of commodity services. No longer do you have to fund the …
EPUB
الإنجليزية
DRM
€25.99
Steven D. Lockshin: Get Wise to Your Advisor
The financial services world is changing. Technology is enabling
an automated approach to investing that should bring down the cost
of commodity services. No longer do you have to fund the …
PDF
الإنجليزية
DRM
€25.99
