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Profil
Mr. Carl C.
Perthel is a Senior Portfolio Manager at American Asset Management Group, Inc. He has served as Portfolio Manager for the firm since 2001.
He lends his considerable expertise to AAMG in the areas of Sector, Industry Group and Intermarket Analysis.
Mr. Perthel began his career in 1987 with Merrill Lynch & Co. and has served as a Registered Representative with First American National Securities, specializing in the mutual fund industry.
In 1994, Mr. Perthel served as an Equity Analyst with a private investment firm, later becoming an Associate Portfolio Manager.
He has a B.S.
in Business Administration and a graduate degree in Finance from the University of South Carolina.
Mr. Perthel holds the designation of Chartered Market Technician.
Anciens postes connus de Carl Courtland Perthel
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 31/12/1993 |
American Asset Management Group, Inc.
 American Asset Management Group, Inc. Investment ManagersFinance American Asset Management Group (AAMG) manages equity, fixed-income and balanced portfolios that are designed to meet each client's specific investment objectives. The firm employs a conservative, value-oriented investment style that seeks to generate competitive returns with less than the average market risk. All of the firm's portfolios must have an income yield that exceeds the S&P 500 or Dow Jones averages. The firm's security selection process uses fundamental research methods to allocate assets between common stocks and bonds and to determine growth rates for dividends, earnings and book values. AAMG's equity approach seeks optimum total returns and invests primarily for capital appreciation through dividend growth. The firm selects issues with dividend growth prospects that have the potential to produce greater than average total returns, relying on the increasing income stream to force capital gains as the market recognizes the growing dividend. The firm determines the allocations of fixed-income investments between short-term and long-term bonds using several guidelines. AAMG does not invest in bonds in which price exceeds face value. They invest only in investment grade bonds as rated by Moody's or Standard & Poor's. AAMG monitors economic conditions to mitigate interest rate risk. New investments focus on the highest yield to maturity point on the yield curve. The allocation of portfolios' assets between stocks and bonds is determined by a strategy that is based on the relative risk-adjusted returns available in the general market and the constraints imposed by clients. This allocation discipline forces AAMG to increase allocations towards fixed-income investments or cash equivalents when common stocks appreciate to a point in which risk-adjusted return declines relative to bond return. | Gestionnaire de Portefeuille-Actions | - |
Formation de Carl Courtland Perthel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
American Asset Management Group, Inc.
American Asset Management Group, Inc. Investment ManagersFinance American Asset Management Group (AAMG) manages equity, fixed-income and balanced portfolios that are designed to meet each client's specific investment objectives. The firm employs a conservative, value-oriented investment style that seeks to generate competitive returns with less than the average market risk. All of the firm's portfolios must have an income yield that exceeds the S&P 500 or Dow Jones averages. The firm's security selection process uses fundamental research methods to allocate assets between common stocks and bonds and to determine growth rates for dividends, earnings and book values. AAMG's equity approach seeks optimum total returns and invests primarily for capital appreciation through dividend growth. The firm selects issues with dividend growth prospects that have the potential to produce greater than average total returns, relying on the increasing income stream to force capital gains as the market recognizes the growing dividend. The firm determines the allocations of fixed-income investments between short-term and long-term bonds using several guidelines. AAMG does not invest in bonds in which price exceeds face value. They invest only in investment grade bonds as rated by Moody's or Standard & Poor's. AAMG monitors economic conditions to mitigate interest rate risk. New investments focus on the highest yield to maturity point on the yield curve. The allocation of portfolios' assets between stocks and bonds is determined by a strategy that is based on the relative risk-adjusted returns available in the general market and the constraints imposed by clients. This allocation discipline forces AAMG to increase allocations towards fixed-income investments or cash equivalents when common stocks appreciate to a point in which risk-adjusted return declines relative to bond return. | Finance |
University of South Carolina
 University of South Carolina Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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