释义 |
investment adviser ThesaurusNoun | 1. | investment adviser - someone who advises others how to invest their moneyinvestment advisoradviser, advisor, consultant - an expert who gives advice; "an adviser helped students select their courses"; "the United States sent military advisors to Guatemala" |
investment adviser
Investment adviserA person or an organization that makes the day-to-day decisions regarding a portfolio's investments. Also called a portfolio manager.Investment AdviserA person or business that provides investing advice or counsel to an investor in exchange for a fee. Investment advisers may interact directly with a client (e.g. by managing assets), or may provide passive, general advice on which securities or industries are bullish or bearish. Investment advisers managing more than a certain amount of money must register with the SEC; the actions of all investment advisers are governed by the Investment Advisers Act of 1940. Importantly, it is a criminal offense for investment advisers to provide false or misleading information, and to sell or buy their own securities to or from a client.investment adviser A person who offers professional investment advice. Investment advisers are required to register with the SEC.investment adviser Related to investment adviser: Registered Investment AdvisorsSynonyms for investment advisernoun someone who advises others how to invest their moneySynonymsRelated Words |