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Profil
Mr. Nathan Weger is Investment Research Associate at Burns Wealth Management, Inc. He joined Burns Wealth Management in June 2012.
Mr. Weger graduated with a Bachelor of Science in Mathematics from Oklahoma Christian University in 2012.
Anciens postes connus de Nathan Weger
| Sociétés | Poste | Fin |
|---|---|---|
Burns Wealth Management, Inc.
 Burns Wealth Management, Inc. Investment ManagersFinance Exencial Wealth Advisors primary method of analysis is a fundamental analysis of an investments price, its expected income and returns, and applicable risks. The firm employs a value invest approach that focuses on buying assets at what appear to be relatively attractive values which are expected to provide higher expected returns over time. They employ an asset allocation strategy in managing their clients' assets allocating among the following asset classes: Fixed Income/Alternative Investment Component, Equity Component and Cash. This allocation may be also be implemented using individual equities or bonds, ETFs, mutual funds and annuity sub-accounts and other diversified investment strategies. The fixed income/alternative component is conservatively invested and is often used to provide cash to clients when they need to take withdrawals from their accounts. The firm strives to manage fixed income investments with the goal of achieving a return equal to or greater than inflation. Investments may include high-quality government bonds and corporate bonds, certificates of deposit, foreign bonds, preferred stocks, bank loans, lower quality bonds, real estate, and income investment strategies, among others. | Analyst-Equity | - |
Formation de Nathan Weger
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| Entreprise privées | 2 |
|---|---|
Oklahoma Christian University
 Oklahoma Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Burns Wealth Management, Inc.
Burns Wealth Management, Inc. Investment ManagersFinance Exencial Wealth Advisors primary method of analysis is a fundamental analysis of an investments price, its expected income and returns, and applicable risks. The firm employs a value invest approach that focuses on buying assets at what appear to be relatively attractive values which are expected to provide higher expected returns over time. They employ an asset allocation strategy in managing their clients' assets allocating among the following asset classes: Fixed Income/Alternative Investment Component, Equity Component and Cash. This allocation may be also be implemented using individual equities or bonds, ETFs, mutual funds and annuity sub-accounts and other diversified investment strategies. The fixed income/alternative component is conservatively invested and is often used to provide cash to clients when they need to take withdrawals from their accounts. The firm strives to manage fixed income investments with the goal of achieving a return equal to or greater than inflation. Investments may include high-quality government bonds and corporate bonds, certificates of deposit, foreign bonds, preferred stocks, bank loans, lower quality bonds, real estate, and income investment strategies, among others. | Finance |
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