电子邮件 | pke***@***.com | 获取Email |
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电子邮件 | pke***@***.com | 获取Email |
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Byron Financial is a private, independently managed wealth management firm delivering comprehensive financial services to a select number of ultra-high net worth clients across the country. We pride ourselves in fully understanding a client's current financial picture and their future wealth management goals. From in-depth conversations with our clients, we develop a customized asset management plan that takes in to account their accumulation, cash flow and preservation needs. Our firm's investment philosophy focuses on the following: - Markets work - Focus on what you can control - Resist chasing past performance - Practice smart diversification - Risk and return are related Our firm uses an investment model based on 45 years of research data designed by Nobel Prize winning economists French and Fama. Our model uses transparent investments (publicly traded mutual funds) and a globally diverse asset allocation along with a tax-efficient, disciplined rebalancing strategy. This philosophy is coupled with our unique approach to the markets and deep relationships with industry leads such as Charles Schwab & Co., TD Ameritrade, Dimensional Fund Advisors, and Vanguard. Byron Financial does not custody investment funds. We have selected Schwab as the primary custodian for our client's accounts which provides us access to a wide range of custody, trading and support services that help us serve our clients.
公司 | Byron Financial, LLC. |
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职位 | Wealth Advisor |
地点 | United States |
http://www.linkedin.com/in/patrick-keen-cfp%c2%ae-2251b354 | |
部门 | |
头衔 | Wealth Advisor |
Byron Financial, LLC. Wealth Advisor
2022-07-01 -
Vanguard Senior Trust Financial Advisor
2022-06-01 - 2022-07-01
Vanguard HNW Financial Advisor
2020-03-01 - 2022-06-01
Vanguard Financial Advisor
2018-04-01 - 2020-03-01
Vanguard Select Services Associate
2016-08-01 - 2018-04-01
Patrick Keen 在 Byron Financial, LLC. 担任 Wealth Advisor
Patrick Keen 在 Byron Financial, LLC. 的职位是 Wealth Advisor
Patrick Keen 的电子邮件地址是 pke***@***.com
Patrick Keen 的电话号码是 -
Patrick Keen 的公司电话号码是 -
Patrick Keen 在 financial services 工作。
Patrick Keen 的一些同事包括Kellee B、Joshua Mayor、Amanda Hogan、Alex SatterfieldKollin Schrenk、。
Patrick Keen联系方式: 电子邮件地址:pke***@***.com 电话号码:-
Patrick Keen 的个人领英是:http://www.linkedin.com/in/patrick-keen-cfp%c2%ae-2251b354
Patrick Keen 的办公地点:6100 Fairview Rd., Suite 1150, Charlotte, NC 28210, US
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