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Janie Catherine Strasser
Plus aucun poste en cours
Profil
Ms. Janie C.
Strasser is Financial Advisor at Empirical Financial Services LLC.
Ms. Strasser comes to Empirical with over 20 years of experience in finance with an expertise in both financial and tax planning as the co-owner and managing partner of Ponderosa Wealth Management.
She earned her Bachelor of Science and her MBA at Arizona State University.
After becoming a Certified Public Accountant, she was employed with Arthur Andersen in their business consulting division.
In 2002, she earned her Certified Financial Planner certification and takes pride in assisting her clients in making smart decisions with their money.
Anciens postes connus de Janie Catherine Strasser
| Sociétés | Poste | Fin |
|---|---|---|
Empirical Financial Services LLC
 Empirical Financial Services LLC Investment ManagersFinance EWM’s investment philosophy is based on Modern Portfolio Theory (MPT). The firm typically incorporates 12 to 21 distinct asset classes when building portfolios. They seek to select investments that offer good asset class diversification at a low price. EWM determine the amount to allocate to each asset class based on each asset class’ risk characteristics and the investment goal of the model portfolio. They select mutual funds and ETFs based on their diversification characteristics, internal expenses and tax efficiency. The firm often selects institutional funds and investments that fall in the lowest quartile of expenses for their category. | Gestionnaire de Portefeuille-Actions | 01/02/2018 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Formation de Janie Catherine Strasser
Expériences
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Sociétés cotées
Entreprise privées
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1
Relations au 1er degré
3
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Arizona State University
 Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Empirical Financial Services LLC
Empirical Financial Services LLC Investment ManagersFinance EWM’s investment philosophy is based on Modern Portfolio Theory (MPT). The firm typically incorporates 12 to 21 distinct asset classes when building portfolios. They seek to select investments that offer good asset class diversification at a low price. EWM determine the amount to allocate to each asset class based on each asset class’ risk characteristics and the investment goal of the model portfolio. They select mutual funds and ETFs based on their diversification characteristics, internal expenses and tax efficiency. The firm often selects institutional funds and investments that fall in the lowest quartile of expenses for their category. | Finance |
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