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Philip Allan Voelker
Directeur en chef des Investissements chez
Advanced Asset Management Advisors, Inc.
Profil
Mr. Philip A. Voelker is a Chief Investment Officer at Advanced Asset Management Advisors, Inc. He directs and manages firms investment policy strategy.
With more than 40 years of experience managing securities portfolios, he has pursued and secured a broad spectrum of objectives, from short-term cash management to aggressive growth of investments.
Before joining the firm, Mr. Voelker served as Chief Investment Officer for a large regional investment firm, directing its multi-billion dollar investment portfolio.
He is a cum laude graduate of the Ohio State University.
Postes actifs de Philip Allan Voelker
| Sociétés | Poste | Début |
|---|---|---|
Advanced Asset Management Advisors, Inc.
 Advanced Asset Management Advisors, Inc. Investment ManagersFinance AAMA utilizes modern portfolio management techniques and strategies in the management of their clients’ assets under management. These techniques include but are not limited to fundamental and technical analysis. Client portfolios are generally invested in non-affiliated equity and fixed income mutual funds and Exchange-Traded Funds (ETFs) as well as Money Market Funds. Attractive risk-adjusted returns are pursued through straightforward market pricing and sector valuation strategies. | Directeur en chef des Investissements | 01/11/2001 |
Anciens postes connus de Philip Allan Voelker
| Sociétés | Poste | Fin |
|---|---|---|
Meeder Asset Management, Inc.
 Meeder Asset Management, Inc. Investment ManagersFinance MAM specializes in quantitative investment analysis. Their investment strategies include various equity, fixed income and cash management investment strategies. The firm offers these strategies through a series of mutual funds known as the Meeder Funds and in various separately managed account portfolios. Portfolios may include Meeder Funds, unaffiliated mutual funds, individual securities, ETFs, closed-end funds and unit investment trusts. MAM utilizes a model-driven, multi-discipline, multi-factor approach to investing. | Directeur en chef des Investissements | 01/01/2001 |
Pacific Financial Group LLC
 Pacific Financial Group LLC Investment ManagersFinance TPFG monitors the models for changes the institutional strategists make to the allocation or securities held in the model, they are responsible for implementing the transactions for the accounts on the platform. The firm uses the latest academic research, investment solutions and technology innovations in their process. | Gestionnaire de Portefeuille-Actions | - |
Formation de Philip Allan Voelker
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
86
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Meeder Asset Management, Inc.
Meeder Asset Management, Inc. Investment ManagersFinance MAM specializes in quantitative investment analysis. Their investment strategies include various equity, fixed income and cash management investment strategies. The firm offers these strategies through a series of mutual funds known as the Meeder Funds and in various separately managed account portfolios. Portfolios may include Meeder Funds, unaffiliated mutual funds, individual securities, ETFs, closed-end funds and unit investment trusts. MAM utilizes a model-driven, multi-discipline, multi-factor approach to investing. | Finance |
Advanced Asset Management Advisors, Inc.
Advanced Asset Management Advisors, Inc. Investment ManagersFinance AAMA utilizes modern portfolio management techniques and strategies in the management of their clients’ assets under management. These techniques include but are not limited to fundamental and technical analysis. Client portfolios are generally invested in non-affiliated equity and fixed income mutual funds and Exchange-Traded Funds (ETFs) as well as Money Market Funds. Attractive risk-adjusted returns are pursued through straightforward market pricing and sector valuation strategies. | Finance |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance TPFG monitors the models for changes the institutional strategists make to the allocation or securities held in the model, they are responsible for implementing the transactions for the accounts on the platform. The firm uses the latest academic research, investment solutions and technology innovations in their process. | Finance |
