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Keith P. Duet
Plus aucun poste en cours
Finance
Profil
Mr. Keith P.
Duet is Vice President at Asset Planning Services, Inc.
Mr. Duet joined Asset Planning Services, Inc. in May 1994.
Anciens postes connus de Keith P. Duet
| Sociétés | Poste | Fin |
|---|---|---|
Asset Planning Services, Inc.
 Asset Planning Services, Inc. Investment ManagersFinance APS employs fundamental and technical analysis in reviewing and selecting securities for client accounts. The firm recommends investment strategies to its clients that are consistent with the clients’ individual financial situations and objectives. Because of the nature of their clients, this approach most commonly results in a balanced portfolio, one which allocates its assets among equities, bonds, and money market funds in proportions congruent with an assessment of the expected returns and risks for these investment vehicles. They change the proportions from time to time as market conditions and their risk-adjusted return expectations shift. APS’ first goal usually is to preserve capital and to generate capital appreciation and income is their second goal. | Analyst-Equity | 01/10/2013 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Asset Planning Services, Inc.
Asset Planning Services, Inc. Investment ManagersFinance APS employs fundamental and technical analysis in reviewing and selecting securities for client accounts. The firm recommends investment strategies to its clients that are consistent with the clients’ individual financial situations and objectives. Because of the nature of their clients, this approach most commonly results in a balanced portfolio, one which allocates its assets among equities, bonds, and money market funds in proportions congruent with an assessment of the expected returns and risks for these investment vehicles. They change the proportions from time to time as market conditions and their risk-adjusted return expectations shift. APS’ first goal usually is to preserve capital and to generate capital appreciation and income is their second goal. | Finance |
