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Eric Schaefer
Gestionnaire de Portefeuille-Actions chez
Evermay Wealth Management LLC
Profil
Mr. Eric J.
Schaefer is a Senior Wealth Advisor & Principal at Evermay Wealth Management LLC.
He provides advice and guidance to Evermay’s clients.
He draws on over 15 years of financial planning experience to provide clients with expert guidance on retirement, investments, tax, and estate planning.
He was previously a financial advisor with Savant Capital Management in McLean, Virginia.
Prior to Savant, he served as a financial planner and investment advisor for private wealth management firms in the Washington, D.C.
and Hartford, Connecticut areas.
He graduated from Virginia Tech in 2009 with a B.S.
in Finance.
Postes actifs de Eric Schaefer
| Sociétés | Poste | Début |
|---|---|---|
Evermay Wealth Management LLC
 Evermay Wealth Management LLC Investment ManagersFinance Evermay invests client’s portfolio according to that client’s investment objectives. The firm employs both top-down and bottom-up techniques in constructing client portfolios. They select equities based on their long-term total return potential and ability to pass their fundamental and technical analyses. Evermay selects fixed income investments based on their investment grade, liquidity, duration and yield to maturity. They primarily choose investment-grade securities issued by financially sound corporations, and by the US government or its agencies. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Eric Schaefer
| Sociétés | Poste | Fin |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Gestionnaire de Portefeuille-Actions | 01/04/2015 |
Formation de Eric Schaefer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
61
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Virginia Polytechnic Institute & State University
 Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Finance |
Evermay Wealth Management LLC
Evermay Wealth Management LLC Investment ManagersFinance Evermay invests client’s portfolio according to that client’s investment objectives. The firm employs both top-down and bottom-up techniques in constructing client portfolios. They select equities based on their long-term total return potential and ability to pass their fundamental and technical analyses. Evermay selects fixed income investments based on their investment grade, liquidity, duration and yield to maturity. They primarily choose investment-grade securities issued by financially sound corporations, and by the US government or its agencies. | Finance |
