Profiel
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.
Actieve functies van John Joseph Stephens
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-01-2023 |
Opleiding van John Joseph Stephens
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 | 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 |
















