Adam St. Germain Joins FundQuest's Investment Team.BOSTON -- FundQuest, a global provider of managed account investment solutions for financial institutions and advisors announced the recent hire of Adam St. Germain. Adam joined the Investment Management team as a Financial Analyst and member of FundQuest's Investment Committee. Adam will be a key investment research resource for supporting all managed advisory products including mutual funds and other securities with an emphasis on fixed income. Prior to joining FundQuest, Adam worked for Morgan Stanley "Adam will be a great asset to our investment team as we evolve our research, expand collaboration globally, and continue our efforts to offer the best investment solutions for financial advisors and their clients, explained Tim Clift, Chief Investment Officer at FundQuest." FundQuest's investment management team is global with operations in the U.S. and Europe. The team provides investment opportunities for advisors and their clients to include: Equities and Fixed Income, Domestic and International Investments, Mutual Funds, Separate Accounts, Exchange-Traded Funds Exchange-traded funds (or ETFs) are Open Ended investment companies that can be traded at any time throughout the course of the day. Typically, ETFs try to replicate a stock market index such as the S&P 500 (e.g. , Overlay Portfolio Management, Managed Model Portfolios, Tax Efficient Portfolios, Income Portfolios and the new ActivePassive Portfolios.[TM] About FundQuest FundQuest is the best partner to help financial institutions and their financial advisors to grow their business. Services are delivered via partnerships with over 110 financial institutions. The combined US and European operations of FundQuest have $43 billion in assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. and administration. Services are offered in the US through FundQuest Incorporated, a Registered Investment Advisor Registered Investment Advisor (RIA) is a designation obtainable in the United States by an individual who has registered with the U.S. Securities and Exchange Commission or state regulatory agency (where the primary business is situated or multiple States in some cases) in founded in Boston, MA in 1993. Financial institutions leverage FundQuest's flexible menu of wealth management solutions to provide: retirement income management, unified managed accounts, mutual fund advisory, separately managed accounts, trust services, annuities, exchange-traded funds, and alternative investments. FundQuest is the most innovative and flexible partner with the best overall support for advisors and management. The company's open architecture investments, objective investment management services, back-office operations, and sales support services support services Psychology Non-health care-related ancillary services–eg, transportation, financial aid, support groups, homemaker services, respite services, and other services help financial advisors to address their clients' important financial goals. FundQuest is owned by BNP Paribas BNP Paribas (Euronext: BNP, TYO: 8665 ) is one of the main banks in Europe and France. It was created on 23 May 2000 through the merger of Banque Nationale de Paris (BNP) and Paribas. , a global leader in banking and financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. . More information at: www.fundquest.com/usa |
|
||||||||||||||

Printer friendly
Cite/link
Email
Feedback
Reader Opinion