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Eric Schaefer
Gestore di Portafoglio-Azioni presso
Evermay Wealth Management LLC
Profilo
Mr. Eric J.
Schaefer is a Senior Wealth Advisor & Principal at Evermay Wealth Management LLC.
He provides advice and guidance to Evermay’s clients.
He draws on over 15 years of financial planning experience to provide clients with expert guidance on retirement, investments, tax, and estate planning.
He was previously a financial advisor with Savant Capital Management in McLean, Virginia.
Prior to Savant, he served as a financial planner and investment advisor for private wealth management firms in the Washington, D.C.
and Hartford, Connecticut areas.
He graduated from Virginia Tech in 2009 with a B.S.
in Finance.
Posizioni attive di Eric Schaefer
| Società | Posizione | Inizio |
|---|---|---|
Evermay Wealth Management LLC
 Evermay Wealth Management LLC Investment ManagersFinance Evermay invests client’s portfolio according to that client’s investment objectives. The firm employs both top-down and bottom-up techniques in constructing client portfolios. They select equities based on their long-term total return potential and ability to pass their fundamental and technical analyses. Evermay selects fixed income investments based on their investment grade, liquidity, duration and yield to maturity. They primarily choose investment-grade securities issued by financially sound corporations, and by the US government or its agencies. | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di Eric Schaefer
| Società | Posizione | Fine |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Gestore di Portafoglio-Azioni | 01/04/2015 |
Formazione di Eric Schaefer
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
61
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Virginia Polytechnic Institute & State University
 Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Finance |
Evermay Wealth Management LLC
Evermay Wealth Management LLC Investment ManagersFinance Evermay invests client’s portfolio according to that client’s investment objectives. The firm employs both top-down and bottom-up techniques in constructing client portfolios. They select equities based on their long-term total return potential and ability to pass their fundamental and technical analyses. Evermay selects fixed income investments based on their investment grade, liquidity, duration and yield to maturity. They primarily choose investment-grade securities issued by financially sound corporations, and by the US government or its agencies. | Finance |
