Profil
Greer Gibson Bacon is the founder of Asset Planning & Management, Inc. which was founded in 1997.
She held the title of President & Chief Compliance Officer from 1997 to 2021.
Ms. Bacon received her undergraduate degree in 1976 and her graduate degree in 1977 from Washington State University.
Anciens postes connus de Greer Gibson Bacon
| Sociétés | Poste | Fin |
|---|---|---|
Asset Planning & Management, Inc.
Asset Planning & Management, Inc. Investment ManagersFinance Asset Planning & Management buys quality investments and implements a disciplined long-term strategy. The firm invests portfolios mainly in stocks, bonds and cash. Their fixed income (bond) strategy emphasizes a well-diversified portfolio of investment grade bonds. Asset Planning & Management’s equity (common stock) strategy emphasizes buying high quality, large-cap stocks for the long haul. Their mutual fund strategy emphasizes diversified investment companies, which are managed in a way that is consistent with the firm’s guidelines for individual securities. | Directeur Général | 10/06/2021 |
Formation de Greer Gibson Bacon
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Washington State University
Washington State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Asset Planning & Management, Inc.
Asset Planning & Management, Inc. Investment ManagersFinance Asset Planning & Management buys quality investments and implements a disciplined long-term strategy. The firm invests portfolios mainly in stocks, bonds and cash. Their fixed income (bond) strategy emphasizes a well-diversified portfolio of investment grade bonds. Asset Planning & Management’s equity (common stock) strategy emphasizes buying high quality, large-cap stocks for the long haul. Their mutual fund strategy emphasizes diversified investment companies, which are managed in a way that is consistent with the firm’s guidelines for individual securities. | Finance |
















