Profilo
Dr. John J.
Stephens is an Advisor & Shareholder at TCI Wealth Advisors, Inc.
He received Bachelor of Science in Biology from Stanford University, MD in Medicine from University of Arizona & MBA, Business Administration and Management from Arizona State University.
Posizioni attive di John Joseph Stephens
| Società | Posizione | Inizio |
|---|---|---|
TCI Wealth Advisors, Inc.
TCI Wealth Advisors, Inc. Investment ManagersFinance TCI employs a long-term, fundamental investment approach. The firm believes that the best investment results come from a low-cost index-based asset allocation approach with a disciplined rebalance strategy. They work with each client to set objectives for the client’s portfolio based on the client's investment objectives, risk tolerance, investment horizon and other factors. TCI then develops an asset allocation for the client and allocates assets across asset classes, including stocks, bonds and short-term investments, both domestic and foreign. | Gestore di Portafoglio-Azioni | 01/01/2023 |
Formazione di John Joseph Stephens
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Stanford University
Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Arizona State University
Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
TCI Wealth Advisors, Inc.
TCI Wealth Advisors, Inc. Investment ManagersFinance TCI employs a long-term, fundamental investment approach. The firm believes that the best investment results come from a low-cost index-based asset allocation approach with a disciplined rebalance strategy. They work with each client to set objectives for the client’s portfolio based on the client's investment objectives, risk tolerance, investment horizon and other factors. TCI then develops an asset allocation for the client and allocates assets across asset classes, including stocks, bonds and short-term investments, both domestic and foreign. | Finance |
University of Arizona College of Medicine
University of Arizona College of Medicine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















