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Profil
William C.
Royer worked as a Quantitative Investment Analyst at RWA Wealth Partners LLC from 2017 to 2018 and at Braver Wealth Management LLC from 2012 to 2017.
Prior to that, he was an Adjunct Professor at Wentworth Institute of Technology.
He received his undergraduate and graduate degrees from the University of New Hampshire.
Anciens postes connus de William C. Royer
| Sociétés | Poste | Fin |
|---|---|---|
RWA Wealth Partners LLC
 RWA Wealth Partners LLC Investment ManagersFinance RWA takes a client-centered approach that begins with the identification of each client’s individual goals and objectives, risk tolerance, tax situation, holding structures and other individual factors to establish an appropriate investment objective and long-term asset allocation investment strategy. The firm’s open architecture investment platform provides investment exposure to a full range of asset classes through stock and bond portfolios managed internally or by unaffiliated third parties as well as through ETFs and mutual funds. | Analyst-Equity | 19/01/2018 |
Braver Wealth Management LLC
 Braver Wealth Management LLC Investment ManagersFinance Braver Wealth Management utilizes a disciplined, risk-controlled investment approach that seeks to maintain capital even in down markets. The firm's tactical wealth preservation strategies employ active risk management techniques designed to generate attractive returns at greatly reduced risk. These strategies are appropriate for investors who cannot afford or do not wish to accept the short-term risk associated with buy and hold investments, yet still seek growth in their portfolio. Braver Wealth's programs have three important objectives: avoidance of significant market declines; performance in line with appropriate market benchmarks; and consistency of returns. Braver's tactical wealth preservation strategies include: Tactical Equity Opportunity; Tactical High Yield Bond; Strategic Portfolio; Tactical Balanced/Tactical Allocation; and Tactical Equity Sector Rotation. Braver's traditional investment strategies are their long-term approach to investing. These fully-invested, prudently diversified portfolios hold varying combinations of global stocks, global bonds, commodities and alternative assets. These portfolio are subject to market fluctuations given the philosophy of remaining fully-invested over the long-term. Braver seeks to reduce this risk through diversification by including asset classes and market segments with low correlation in varying proportions. Portfolios are primarily implemented through the use of ETFs supplemented with no-load mutual funds to gain exposure to commodity and alternative investments. Braver's traditional investment strategies include: Asset Allocation Growth; Asset Allocation Moderate; Asset Allocation Conservative; and Dividend Income. | Analyst-Equity | 01/02/2017 |
Wentworth Institute of Technology
 Wentworth Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Formation de William C. Royer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
University of New Hampshire
 University of New Hampshire Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wentworth Institute of Technology
Wentworth Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA takes a client-centered approach that begins with the identification of each client’s individual goals and objectives, risk tolerance, tax situation, holding structures and other individual factors to establish an appropriate investment objective and long-term asset allocation investment strategy. The firm’s open architecture investment platform provides investment exposure to a full range of asset classes through stock and bond portfolios managed internally or by unaffiliated third parties as well as through ETFs and mutual funds. | Finance |
Braver Wealth Management LLC
Braver Wealth Management LLC Investment ManagersFinance Braver Wealth Management utilizes a disciplined, risk-controlled investment approach that seeks to maintain capital even in down markets. The firm's tactical wealth preservation strategies employ active risk management techniques designed to generate attractive returns at greatly reduced risk. These strategies are appropriate for investors who cannot afford or do not wish to accept the short-term risk associated with buy and hold investments, yet still seek growth in their portfolio. Braver Wealth's programs have three important objectives: avoidance of significant market declines; performance in line with appropriate market benchmarks; and consistency of returns. Braver's tactical wealth preservation strategies include: Tactical Equity Opportunity; Tactical High Yield Bond; Strategic Portfolio; Tactical Balanced/Tactical Allocation; and Tactical Equity Sector Rotation. Braver's traditional investment strategies are their long-term approach to investing. These fully-invested, prudently diversified portfolios hold varying combinations of global stocks, global bonds, commodities and alternative assets. These portfolio are subject to market fluctuations given the philosophy of remaining fully-invested over the long-term. Braver seeks to reduce this risk through diversification by including asset classes and market segments with low correlation in varying proportions. Portfolios are primarily implemented through the use of ETFs supplemented with no-load mutual funds to gain exposure to commodity and alternative investments. Braver's traditional investment strategies include: Asset Allocation Growth; Asset Allocation Moderate; Asset Allocation Conservative; and Dividend Income. | Finance |
