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Robert William Elzholz
Gestionnaire de Portefeuille-Actions chez
REDW Wealth LLC
Profil
Mr. Robert W.
Elzholz is a Principal at REDW Wealth LLC.
He has more than 15 years of experience developing and customizing financial, estate and income planning solutions for a variety of clients, including private and public companies, Native American tribes, family-owned businesses, and individuals.
Postes actifs de Robert William Elzholz
| Sociétés | Poste | Début |
|---|---|---|
REDW Wealth LLC
 REDW Wealth LLC Investment ManagersFinance REDW’s security analysis methods may include charting, fundamental analysis, technical analysis, and cyclical analysis. Their asset allocation process is designed to reduce overall investment risk while providing clients with investment returns. | Gestionnaire de Portefeuille-Actions | 01/04/2019 |
Anciens postes connus de Robert William Elzholz
| Sociétés | Poste | Fin |
|---|---|---|
Stellar Capital Management LLC
 Stellar Capital Management LLC Investment ManagersFinance Stellar Capital Management is a global value manager that offers customized equity, fixed-income and balanced portfolio management strategies. The firm seeks to build and protect their clients' assets and generate superior returns in a conservative manner. Portfolios are typically invested in stocks and bonds including large-, mid- and small-cap, value and growth opportunities, high quality bonds and ETFs or funds to focus on specific, areas of the market that are hard to invest in. Stellar Capital evaluates economically favored sectors to identify fundamentally sound companies in healthy industries that are positioned to grow revenue and earnings. Financial and market ratios are used to assess financial stability. These ratios in combination with economic statistics and interest rates drive the firm's internal valuation assessment. Technical trend analysis of markets, industries and specific companies compliments their decision process. Stellar Capital Management invests in the stocks of companies that are priced below their internal valuation projections. Positions are typically held for long-term appreciation rather than short-term speculation. To reduce volatility to provide portfolio income, Stellar Capital Management uses bonds which are typically investment grade and consist of US Treasury, Government agency, municipal or corporate bonds. Their allocation, maturity distribution, and quality are based on the underlying economic and market environment, projected interest rate trends and specific client needs. The firm offers four portfolios: fixed-income, balanced growth, growth equity and multi-cap growth. | Analyst-Equity | 01/04/2019 |
Formation de Robert William Elzholz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
REDW Wealth LLC
REDW Wealth LLC Investment ManagersFinance REDW’s security analysis methods may include charting, fundamental analysis, technical analysis, and cyclical analysis. Their asset allocation process is designed to reduce overall investment risk while providing clients with investment returns. | Finance |
Stellar Capital Management LLC
Stellar Capital Management LLC Investment ManagersFinance Stellar Capital Management is a global value manager that offers customized equity, fixed-income and balanced portfolio management strategies. The firm seeks to build and protect their clients' assets and generate superior returns in a conservative manner. Portfolios are typically invested in stocks and bonds including large-, mid- and small-cap, value and growth opportunities, high quality bonds and ETFs or funds to focus on specific, areas of the market that are hard to invest in. Stellar Capital evaluates economically favored sectors to identify fundamentally sound companies in healthy industries that are positioned to grow revenue and earnings. Financial and market ratios are used to assess financial stability. These ratios in combination with economic statistics and interest rates drive the firm's internal valuation assessment. Technical trend analysis of markets, industries and specific companies compliments their decision process. Stellar Capital Management invests in the stocks of companies that are priced below their internal valuation projections. Positions are typically held for long-term appreciation rather than short-term speculation. To reduce volatility to provide portfolio income, Stellar Capital Management uses bonds which are typically investment grade and consist of US Treasury, Government agency, municipal or corporate bonds. Their allocation, maturity distribution, and quality are based on the underlying economic and market environment, projected interest rate trends and specific client needs. The firm offers four portfolios: fixed-income, balanced growth, growth equity and multi-cap growth. | Finance |
DeVry University
 DeVry University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
