Profiel
Mr. George A. Salter is a Chief Executive Officer & Co-Founder at Blossom Wealth Management LLC.
He received his undergraduate degree from Dominican University of California and an MBA from Dominican University of California.
He is a Certified Financial Planner.
Actieve functies van George Albert Salter
| Bedrijven | Functie | Begin |
|---|---|---|
Blossom Wealth Management LLC
Blossom Wealth Management LLC Investment ManagersFinance Blossom recommends a diverse selection of investment options. In constructing portfolios for their client’s wealth, they like publicly traded securities for many reasons, but the liquidity of those investments is something they value greatly. The firm believes in constructing portfolios in two ways one way is to use stock and bond index funds (typically ETFs) to build out asset allocation strategies to take advantage of their no-load, low turnover, passively constructed, and low expense-ratio characteristics. The second way they construct model portfolios is through owning individual stock positions of roughly 30-40 names with a range of different strategies from growth to income. Finally, Blossom builds customized stock and bond portfolios tailored to specific client needs and interest on request. | Algemeen Directeur | 01-01-2009 |
Opleiding van George Albert Salter
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Dominican University of California
Dominican University of California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Blossom Wealth Management LLC
Blossom Wealth Management LLC Investment ManagersFinance Blossom recommends a diverse selection of investment options. In constructing portfolios for their client’s wealth, they like publicly traded securities for many reasons, but the liquidity of those investments is something they value greatly. The firm believes in constructing portfolios in two ways one way is to use stock and bond index funds (typically ETFs) to build out asset allocation strategies to take advantage of their no-load, low turnover, passively constructed, and low expense-ratio characteristics. The second way they construct model portfolios is through owning individual stock positions of roughly 30-40 names with a range of different strategies from growth to income. Finally, Blossom builds customized stock and bond portfolios tailored to specific client needs and interest on request. | Finance |
















