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Josh Betts
Directeur Général chez
Aletheian Wealth Advisors LLC
Profil
Mr. Joshua R.
Betts, CFA, is a Chief Executive Officer & Managing Partner at Aletheian Wealth Advisors LLC.
Mr. Betts was previously employed as a Vice President & Senior Portfolio Manager by Invesco PowerShares Capital Management LLC, a Regional Vice President by Claymore Securities, Inc., a Portfolio Consultant by Invesco PowerShares Capital Management LLC, and a Managing Director by Windhaven Investment Management, Inc.
He received his undergraduate degree from Oregon State University and a graduate degree from The Moody Bible Institute of Chicago.
Postes actifs de Josh Betts
| Sociétés | Poste | Début |
|---|---|---|
Aletheian Wealth Advisors LLC
 Aletheian Wealth Advisors LLC Investment ManagersFinance Provides investment advice | Directeur Général | 01/05/2019 |
Anciens postes connus de Josh Betts
| Sociétés | Poste | Fin |
|---|---|---|
Invesco Capital Management LLC
 Invesco Capital Management LLC Investment ManagersFinance ICM attempts to replicate, before fees and expenses, the price and yield of an Underlying Index for their Index-Based ETFs and Self-Indexed ETFs. The firm employs a “full replication” methodology, which means that the Index-Based ETF generally invests in all of the securities comprising its Underlying Index in proportion to the weightings of the securities in the Underlying Index. A sampling methodology is also the primary approach utilized by the firm for their Indexed ETFs. | Gestionnaire de Portefeuille-Actions | 30/04/2014 |
Invesco Capital Management LLC
Invesco Capital Management LLC Investment ManagersFinance ICM attempts to replicate, before fees and expenses, the price and yield of an Underlying Index for their Index-Based ETFs and Self-Indexed ETFs. The firm employs a “full replication” methodology, which means that the Index-Based ETF generally invests in all of the securities comprising its Underlying Index in proportion to the weightings of the securities in the Underlying Index. A sampling methodology is also the primary approach utilized by the firm for their Indexed ETFs. | Corporate Officer/Principal | - |
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Gestionnaire de Portefeuille-Actions | - |
Claymore Securities, Inc.
 Claymore Securities, Inc. Investment ManagersFinance Claymore Securities manages investments in ETFs, UITs and closed-end funds. The firm manages investments in ETFs that seek to capitalize on the investment potential of both strategic allocation strategies and broad market exposure for the core of a portfolio. Claymore's ETFs track what the firm believes to be best-in-class index providers. Their ETFs represent both domestic and global portfolios that include a variety of style allocations ranging from large-cap, mid-cap and small-cap equity to broad market, aggregate and short-term bonds, among others. Claymore's ETFs can be purchased through most brokerage accounts and can be bought and sold throughout the day on the AMEX or NYSE Arca. The firm offers over 40 unit investment trusts (UITs) across a variety of asset classes including: (1) domestic equity (2) global equity (3) taxable fixed-income (3) municipal fixed-income (4) theme-based (5) sector-based and (6) multi-asset. Claymore's UITs are each created based on a stated investment objective. The trust sponsor selects the securities for and determines the mandatory life of the trust. Claymore also offers a variety of strategies available through closed-end fund structures. The firm's closed-end funds are listed on the NYSE and encompass a variety of investment strategies for income-oriented investors. These strategies include covered calls, convertible securities, municipal bonds, preferred stocks and equity income portfolios, among others. Though not limited by sector, Claymore tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals, manufacturing and industrial sectors. The firm invests globally, across all market-caps. Claymore maintains a low turnover rate. | Corporate Officer/Principal | 31/07/2008 |
Formation de Josh Betts
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
13
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Claymore Securities, Inc.
Claymore Securities, Inc. Investment ManagersFinance Claymore Securities manages investments in ETFs, UITs and closed-end funds. The firm manages investments in ETFs that seek to capitalize on the investment potential of both strategic allocation strategies and broad market exposure for the core of a portfolio. Claymore's ETFs track what the firm believes to be best-in-class index providers. Their ETFs represent both domestic and global portfolios that include a variety of style allocations ranging from large-cap, mid-cap and small-cap equity to broad market, aggregate and short-term bonds, among others. Claymore's ETFs can be purchased through most brokerage accounts and can be bought and sold throughout the day on the AMEX or NYSE Arca. The firm offers over 40 unit investment trusts (UITs) across a variety of asset classes including: (1) domestic equity (2) global equity (3) taxable fixed-income (3) municipal fixed-income (4) theme-based (5) sector-based and (6) multi-asset. Claymore's UITs are each created based on a stated investment objective. The trust sponsor selects the securities for and determines the mandatory life of the trust. Claymore also offers a variety of strategies available through closed-end fund structures. The firm's closed-end funds are listed on the NYSE and encompass a variety of investment strategies for income-oriented investors. These strategies include covered calls, convertible securities, municipal bonds, preferred stocks and equity income portfolios, among others. Though not limited by sector, Claymore tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals, manufacturing and industrial sectors. The firm invests globally, across all market-caps. Claymore maintains a low turnover rate. | Finance |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Finance |
Invesco Capital Management LLC
Invesco Capital Management LLC Investment ManagersFinance ICM attempts to replicate, before fees and expenses, the price and yield of an Underlying Index for their Index-Based ETFs and Self-Indexed ETFs. The firm employs a “full replication” methodology, which means that the Index-Based ETF generally invests in all of the securities comprising its Underlying Index in proportion to the weightings of the securities in the Underlying Index. A sampling methodology is also the primary approach utilized by the firm for their Indexed ETFs. | Finance |
Oregon State University
 Oregon State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Moody Bible Institute of Chicago
 The Moody Bible Institute of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aletheian Wealth Advisors LLC
Aletheian Wealth Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
