Tory Adams Klinedinst

Plus aucun poste en cours

Consumer Services

Government

Finance

Profil

Tory Adams Klinedinst began her financial career with Joe Davis in 2005.
Mrs. Klinedinst specializes as an Investment Advisor and fiduciary to her clients, as well as an advocate for all clients of DWM Advisors, LLC.
Prior to that Mrs. Klinedinst was in the US Navy from 1996 to 2000, where she specialized in Meteorology and Oceanography while stationed at Pearl Harbor in Hawaii.
After completing her enlistment, Mrs. Klinedinst obtained a bachelor's degree in Business and a Minor in Mathematics from Huntingdon College in Montgomery, Alabama.
Tory enjoys spending time with her family and the elderly, horseback riding, volunteering with the Special Olympics, and mentoring the youth of Holly Springs, NC.

Anciens postes connus de Tory Adams Klinedinst

Sociétés	Poste	Fin
US Department of the Navy (District of Columbia) US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government	Corporate Officer/Principal	31/12/2000
DWM Advisors LLC DWM Advisors LLC Investment ManagersFinance DWM Advisors generally selects mutual funds, ETFs, stocks, bonds, private equity and/or debt investments, Separate Account Managers and cash equivalents for client accounts. In selecting Separate Account Managers, the firm generally relies on the research provided by Charles Schwab & Co. on the managers in the programs sponsored by Schwab. DWM reviews the research provided and may interview managers. Track record data, peer group analysis, social screening, and manager continuity are some of the criteria that are utilized when evaluating a prospective manager. They monitor managers and when there is a significant style drift, management change or stock selection program change, the relationship may be terminated. Mutual funds and ETFs are generally evaluated and selected based on a variety of factors, including, but not limited to, past performance, fee structure, portfolio manager, fund sponsor overall ratings for safety and returns and other factors. Private offerings are evaluated on a number of factors including opportunity for income, growth potential, risk of loss, capital call schedule, length of lock-up and experience of management. Fixed-income investments may be used as a strategic investment, as an instrument to fulfill liquidity or income needs in a portfolio or to add a component of reduced volatility. DWM may evaluate and select individual bonds or bond funds based on a number of factors including rating, yield and duration. DWM may also utilize one or more fixed-income Separate Account Managers if appropriate for a client's portfolio.	Gestionnaire de Portefeuille-Actions	-

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Sociétés liées

Entreprise privées	3
Huntingdon College Huntingdon College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
US Department of the Navy (District of Columbia) US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government	Government
DWM Advisors LLC DWM Advisors LLC Investment ManagersFinance DWM Advisors generally selects mutual funds, ETFs, stocks, bonds, private equity and/or debt investments, Separate Account Managers and cash equivalents for client accounts. In selecting Separate Account Managers, the firm generally relies on the research provided by Charles Schwab & Co. on the managers in the programs sponsored by Schwab. DWM reviews the research provided and may interview managers. Track record data, peer group analysis, social screening, and manager continuity are some of the criteria that are utilized when evaluating a prospective manager. They monitor managers and when there is a significant style drift, management change or stock selection program change, the relationship may be terminated. Mutual funds and ETFs are generally evaluated and selected based on a variety of factors, including, but not limited to, past performance, fee structure, portfolio manager, fund sponsor overall ratings for safety and returns and other factors. Private offerings are evaluated on a number of factors including opportunity for income, growth potential, risk of loss, capital call schedule, length of lock-up and experience of management. Fixed-income investments may be used as a strategic investment, as an instrument to fulfill liquidity or income needs in a portfolio or to add a component of reduced volatility. DWM may evaluate and select individual bonds or bond funds based on a number of factors including rating, yield and duration. DWM may also utilize one or more fixed-income Separate Account Managers if appropriate for a client's portfolio.	Finance