Investment Consultant
An advisor who helps investors with their long-term investment planning. An investment consultant, unlike a broker, does more in-depth work on formulating clients' investment strategies, helping them fulfill their needs and goals. Investopedia Says:
The idea behind an investment consultant is that they be part of the client's investment strategy for a long period of time. The consultant's job is to actively monitor the client's investments and continue to work with the client as goals change over time. Related Terms:
Advisor
Certified Financial Planner (TM) - CFP (TM)
Certified Investment Management Consultant - CIMC
Chartered Financial Analyst - CFA
Investment Advisor
Registered Investment Advisor - RIA
Stock Broker |