![Ted Parchman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. William T.
Parchman, CFA, is a Director of Investment Management & Shareholder at Truepoint, Inc. He creates customized investment strategies for Truepoint clients and oversees the firm’s portfolio management operations.
As a member of Truepoint’s investment committee, he contributes to the research and analysis efforts that drive the firm’s investment approach.
His specialties are investments research, market analysis, performance attribution, portfolio management & rebalancing.
He is a cum laude graduate of the Farmer School of Business at Miami University with a bachelor’s degree in finance.
He also holds the Chartered Financial Analyst designation.
Actieve functies van Ted Parchman
| Bedrijven | Functie | Begin |
|---|---|---|
Truepoint, Inc.
 Truepoint, Inc. Investment ManagersFinance Trupoint’s investment approach is based on their belief that real opportunity to achieve superior investment results lies in establishing and adhering to an appropriate long-term investment strategy built on goal-focused, long-term financial planning, low-cost funds and disciplined rebalancing. Their buy-hold-rebalance strategy is designed to deliver superior returns, reliably, consistently and in all types of markets. In addition to diversifying clients’ accounts with mutual funds and ETFs, on a limited basis, the firm provides advice on private equity investments, hedge funds and institutional grade investments for qualified investors. | Analyst-Equity | 01-04-2011 |
Opleiding van Ted Parchman
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Beursgenoteerde bedrijven
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2
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Truepoint, Inc.
Truepoint, Inc. Investment ManagersFinance Trupoint’s investment approach is based on their belief that real opportunity to achieve superior investment results lies in establishing and adhering to an appropriate long-term investment strategy built on goal-focused, long-term financial planning, low-cost funds and disciplined rebalancing. Their buy-hold-rebalance strategy is designed to deliver superior returns, reliably, consistently and in all types of markets. In addition to diversifying clients’ accounts with mutual funds and ETFs, on a limited basis, the firm provides advice on private equity investments, hedge funds and institutional grade investments for qualified investors. | Finance |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
