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Profil
Mr. James V.
Loehle is a Vice President at Bruderman Asset Management LLC.
In his capacity as Vice President, Investment Consultant, Mr. Loehle utilizes his strong communication and analytical skills to determine a suitable course of action for clients.
Working closely with members of the 1879 Advisors Investment Committee, Mr. Loehle develops customized solutions focused on tax efficiency and long-held investment principles.
He began his career in financial services 25 years ago, coaching investment professionals on various investment strategies and industry developments.
In his previous career, Mr. Loehle was heavily involved in the marketing of the Rochester Municipal Bond fund - a long-time favorite investment choice of seniors.
During this time, he witnessed first-hand the mistakes that many investors and some investment professionals make time and time again.
Based on his experiences as a keynote speaker at several hundred seminars, coupled with the personal experiences working with other financial professionals, Mr. Loehle chose to take the next step in his career by joining 1879 Advisors in 2007.
He is focused on finding investment solutions for retirement-aged investors who are concerned with outliving their assets.
Anciens postes connus de Jim Loehle
| Sociétés | Poste | Fin |
|---|---|---|
Gary Goldberg Planning Services LLC
 Gary Goldberg Planning Services LLC Investment ManagersFinance GGPS aims to create and deliver customized investment strategies that are aligned with their investor’s vision and aspirations. The firm takes a holistic approach to financial planning and investing where they consider current and future cash needs to ensure that their client’s lifestyle obligations are met presently, as well as for the future. Their asset allocation is determined after conducting research using both a top-down and bottom-up approach. | Gestionnaire de Portefeuille-Actions | 01/10/2021 |
Gary Goldberg Planning Services, Inc.
 Gary Goldberg Planning Services, Inc. Investment ManagersFinance Gary Goldberg Planning Services (GGPS) offers discretionary portfolio management and non-discretionary portfolio management using individual equities, bonds or bond funds, no-load mutual funds, ETFs and variable annuities. The firm to creates custom portfolios designed to meet clients' individual needs. GGPS uses a number of proprietary which contain solutions with varying risk profiles. GGPS manages accounts in three separate portfolios: the Select Opportunity Portfolio, the Growth & Income Model, and the Income Model. The firm also manages accounts in two wrap fee programs: the Select Trac Mutual Fund Program and the Select Trac Exchange Traded Fund Program. GPS employs a variety of strategies in them management of model portfolios including long-term purchases, short-term purchases, short sales, margin transactions, option writing (puts and calls), covered calls, and spreading. | Gestionnaire de Portefeuille-Actions | 01/03/2015 |
Expériences
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Sociétés cotées
Entreprise privées
Relations
13
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2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Gary Goldberg Planning Services (GGPS) offers discretionary portfolio management and non-discretionary portfolio management using individual equities, bonds or bond funds, no-load mutual funds, ETFs and variable annuities. The firm to creates custom portfolios designed to meet clients' individual needs. GGPS uses a number of proprietary which contain solutions with varying risk profiles. GGPS manages accounts in three separate portfolios: the Select Opportunity Portfolio, the Growth & Income Model, and the Income Model. The firm also manages accounts in two wrap fee programs: the Select Trac Mutual Fund Program and the Select Trac Exchange Traded Fund Program. GPS employs a variety of strategies in them management of model portfolios including long-term purchases, short-term purchases, short sales, margin transactions, option writing (puts and calls), covered calls, and spreading. | Finance |
Gary Goldberg Planning Services LLC
Gary Goldberg Planning Services LLC Investment ManagersFinance GGPS aims to create and deliver customized investment strategies that are aligned with their investor’s vision and aspirations. The firm takes a holistic approach to financial planning and investing where they consider current and future cash needs to ensure that their client’s lifestyle obligations are met presently, as well as for the future. Their asset allocation is determined after conducting research using both a top-down and bottom-up approach. | Finance |
