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Robert Edmund Grey
Plus aucun poste en cours
Profil
Mr. Robert E.
Grey is Founder & Financial Advisor at Denver Money Manager LLC.
Mr. Grey was previously employed as a Principal by Mariner Financial Group, a Sales Associate by New England Securities Corp., and a Principal by Integrated Resources, Inc.
He received his undergraduate degree from Miami University (Ohio) and a graduate degree from the University of Denver.
Anciens postes connus de Robert Edmund Grey
| Sociétés | Poste | Fin |
|---|---|---|
Denver Money Manager LLC
 Denver Money Manager LLC Investment ManagersFinance Denver Money Manager (DMM) strives to broadly diversify a client's assets across the major global investment markets. The firm looks for attractive investment returns wherever they can be found, provided that they can invest in those markets at a low cost and with controlled risk. DMM primarily uses asset class and institutional investment vehicles to represent the major global investment markets. They design customized portfolios for each client based the client's specific investment objectives. The firm's investment approach is based on Modern Portfolio Theory and asset allocation. They focus on diversifying investments across multiple asset classes, seeking returns through asset allocation, security selection and timing. DMM uses ultra-low cost index funds or passively-managed asset class funds. The firm tracks several hundred passively-managed funds and evaluates the appropriateness of each fund in terms of how it represents a market and how it is constructed. Portfolios are constructed by combining low-cost, globally diversified, tax-efficient, passively-managed structured asset classes. DMM seeks to minimize the impact of taxes, taking into consideration the differences between the types of accounts that a client may hold which include taxable, tax-deferred retirement vehicles, tax advantaged charitable trusts, grantor trusts, generation skipping trusts and foundations. We pay particular attention to managing risk in portfolios. Two primary measures that we review are volatility and downside risk. We measure these for individual asset classes and for the overall diversified portfolio. Decisions to add new asset classes are based on how they impact the overall portfolios expected return, volatility and downside risk. | Fondateur | 01/01/2016 |
Mariner Financial Group
 Mariner Financial Group Investment ManagersFinance Provides financial planning services | Corporate Officer/Principal | 31/12/1994 |
New England Securities Corp.
 New England Securities Corp. Investment ManagersFinance New England Securities Corp. offers a wide range of investment, brokerage, and advisory accounts. | Corporate Officer/Principal | 31/12/1989 |
Integrated Resources, Inc.
 Integrated Resources, Inc. Personnel ServicesCommercial Services Provides staffing services | Corporate Officer/Principal | 28/02/1986 |
Formation de Robert Edmund Grey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
60
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
New England Securities Corp.
New England Securities Corp. Investment ManagersFinance New England Securities Corp. offers a wide range of investment, brokerage, and advisory accounts. | Finance |
Mariner Financial Group
Mariner Financial Group Investment ManagersFinance Provides financial planning services | Finance |
Integrated Resources, Inc.
Integrated Resources, Inc. Personnel ServicesCommercial Services Provides staffing services | Commercial Services |
Denver Money Manager LLC
Denver Money Manager LLC Investment ManagersFinance Denver Money Manager (DMM) strives to broadly diversify a client's assets across the major global investment markets. The firm looks for attractive investment returns wherever they can be found, provided that they can invest in those markets at a low cost and with controlled risk. DMM primarily uses asset class and institutional investment vehicles to represent the major global investment markets. They design customized portfolios for each client based the client's specific investment objectives. The firm's investment approach is based on Modern Portfolio Theory and asset allocation. They focus on diversifying investments across multiple asset classes, seeking returns through asset allocation, security selection and timing. DMM uses ultra-low cost index funds or passively-managed asset class funds. The firm tracks several hundred passively-managed funds and evaluates the appropriateness of each fund in terms of how it represents a market and how it is constructed. Portfolios are constructed by combining low-cost, globally diversified, tax-efficient, passively-managed structured asset classes. DMM seeks to minimize the impact of taxes, taking into consideration the differences between the types of accounts that a client may hold which include taxable, tax-deferred retirement vehicles, tax advantaged charitable trusts, grantor trusts, generation skipping trusts and foundations. We pay particular attention to managing risk in portfolios. Two primary measures that we review are volatility and downside risk. We measure these for individual asset classes and for the overall diversified portfolio. Decisions to add new asset classes are based on how they impact the overall portfolios expected return, volatility and downside risk. | Finance |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Denver
 University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
