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Profiel
Richard Clayton Erwin is the founder of Investors Asset Management, Inc. He worked as a Senior Analyst & Portfolio Manager at Exencial Wealth Advisors LLC from 2013 to 2023.
Erwin holds an MBA from Babson College, which he received in 1978, and an undergraduate degree from Principia College, which he received in 1973.
Eerdere bekende functies van Rich Erwin
| Bedrijven | Functie | Einde |
|---|---|---|
Exencial Wealth Advisors LLC
 Exencial Wealth Advisors LLC Investment ManagersFinance Exencial is a value investor which builds customized portfolios with individual stocks and bonds, mutual funds or ETFs. The firm employs fundamental analysis to evaluate an investment’s price, its expected income and returns, and applicable risks by analyzing the current market prices and/or expected return for broad asset classes such as bonds, real estate and stocks. The figures for each asset class are then compared to the figures of other asset classes. | Analyst-Equity | 01-02-2023 |
Investors Asset Management, Inc.
 Investors Asset Management, Inc. Investment ManagersFinance The investment philosophy at IAM is 'Selective Investment'. It is long-term, value based and inclusive of social investment selectivity. Portfolio managers focus on companies of excellence in fundamental and social characteristics. Selective Investment is based on excellence of qualities in companies researched in the following areas: financial management and performance, definition and execution of strategy, return to shareholders, quality and societal usefulness of product, treatment of employees, representation of women and minorities, environmental policies and practices, benefits returned to communities and management ethics and corporate culture. The objective is long-term, consistent returns. | Oprichter | 31-12-2012 |
Opleiding van Rich Erwin
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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61
Eerstegraads connecties
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Investors Asset Management, Inc.
Investors Asset Management, Inc. Investment ManagersFinance The investment philosophy at IAM is 'Selective Investment'. It is long-term, value based and inclusive of social investment selectivity. Portfolio managers focus on companies of excellence in fundamental and social characteristics. Selective Investment is based on excellence of qualities in companies researched in the following areas: financial management and performance, definition and execution of strategy, return to shareholders, quality and societal usefulness of product, treatment of employees, representation of women and minorities, environmental policies and practices, benefits returned to communities and management ethics and corporate culture. The objective is long-term, consistent returns. | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Principia College
 Principia College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial is a value investor which builds customized portfolios with individual stocks and bonds, mutual funds or ETFs. The firm employs fundamental analysis to evaluate an investment’s price, its expected income and returns, and applicable risks by analyzing the current market prices and/or expected return for broad asset classes such as bonds, real estate and stocks. The figures for each asset class are then compared to the figures of other asset classes. | Finance |
