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Spectrum Low Volatility Fund Investor Class (0P0000ZKC2)
Lisää salkkuun / Poista salkusta
Lisää salkkuun
24,950
-0,060
-0,24%
Tyyppi:
Rahasto
Markkinat:
Yhdysvallat
Liikkeeseenlaskija:
Advisors Preferred
Omaisuusluokka:
Joukkovelkakirja
- Morningstar-luokitus:
- Pääoma yhteensä: 218,78M
Spectrum Low Volatility Fund Investor Class
24,950
-0,060
-0,24%
0P0000ZKC2 - yleiskatsaus
Tältä sivulta löytyy syväluotaava Spectrum Low Volatility Fund Investor Class-profiili. Saat lisätietoja 0P0000ZKC2-avainjohtajista, -kokonaisvaroista, -sijoitusstrategiasta ja -yhteystietoista.
Yhteystiedot
Ylin johto
| Nimi | Otsikko | Vuodesta | Saakka |
|---|---|---|---|
| Elena Piper | Portfolio Manager | 2022 | now |
| Elämäkerta | Elena Piper, Assistant Portfolio Manager to each Fund, has served as Portfolio Management Analyst of the Sub-Adviser since February 2021. From August 2018 to December 2020, Ms. Piper served as Investment Analyst for Epoch Investment Partners, Inc. and as a Senior Investment Analyst from December 2020 to February 2021. Previously, from July 2016 to July 2018 she served as an Analyst for Ernst & Young Financial Services Advisory Group. Ms. Piper graduated from Stevens Institute of Technology with a Bachelor of Science in Quantitative Finance with a minor in Economics and Mathematics. Ms. Piper received her certification as a Chartered Financial Analyst in March 2022. | ||
| Christopher P. Hendrix | Assistant Portfolio Manager | 2020 | now |
| Elämäkerta | Christopher Hendrix, CMT, Assistant Portfolio Manager，has served as Portfolio Manager and Investment Team Leader of Spectrum Financial Inc., since 2007. Prior to joining the Spectrum Financial Inc., he was a securities advisor with a regional brokerage firm before shifting in 1993 to a large national brokerage firm. There, he was the Senior Technical Analyst of the technical analysis department. In 2005, he established his own firm that published daily market commentaries as well as being a regular contributor to a nationwide investment industry magazine. Over the years, he has developed numerous proprietary indicators and analysis techniques that attempt to enhance portfolio returns in various investments and market cycles. Mr. Hendrix received his certification as a Chartered Market Technician from the Market Technicians Association, Inc. in 1998. He earned his B.A. degree from Florida State University in 1991 in Social Sciences/Economics. | ||
| Mary Collins | - | 2020 | now |
| Elämäkerta | Mary Collins, ChFC, has served as President and Chief Compliance Officer of the Spectrum Financial Inc since 2000. She began working for the Spectrum Financial Inc as a financial planner in 1988. The scope of her duties for the Spectrum Financial Inc include developing and maintaining corporate structure, efficient back office operations, and a comprehensive compliance program. Ms. Collins, is a graduate of Old Dominion University where she received Bachelors of Science degree in Business Administration with a focus on corporate finance. Ms. Collins received her certification as a Chartered Financial Consultant in 1988 from the American College. | ||
| Ralph J. Doudera | investment manager | 2013 | now |
| Elämäkerta | Ralph Doudera is the CEO of Spectrum Financial, Inc., a Registered Investment Advisory firm that is responsible for investing hundreds of millions of dollars of client assets. Over the past 25 years Spectrum’s investment and trading philosophy has strived to consistently provide above average investment returns while minimizing downside losses. He is also an investment strategist to Hundredfold Advisors, managing two mutual funds. Mr. Doudera has a Bachelor’s Degree in Mechanical Engineering and a Master’s Degree in Management and Finance from New Jersey Institute of Technology. He has also received a Master’s Degree in Biblical Studies from Regent University. He founded Simply Distribute Foundation, which contributes to organizations promoting microfinance, supporting third world children hospitals, building orphanages and churches, and evangelism. He believes this is the best way to make positive changes in this world. Ralph has five grown children, two stepdaughters, and eight grandchildren. His activities are diverse, from auto racing to composing music and playing the piano on his Church worship team. He also enjoys surfing in Costa Rica where he currently owns the beachfront Casa Cecilia Hotel in St. Teresa, Costa Rica. His first book, Wealth Conundrum, is now in its third printing, and it addresses the puzzles of wealth from a Biblical perspective. It is also available in Korean, and Arabic versions. | ||
| Cristin McGinnis | - | 2020 | 2023 |
| Elämäkerta | Cristin McGinnis, Assistant Portfolio Manager to each Fund, has served as Portfolio Management Analyst of the Spectrum Financial Inc since June 2016. From March to June 2016, she was a Global Securities Operations Contractor for the America Funds family of mutual funds. From March 2012 to June 2014, she served as an Investment Analyst for the Spectrum Financial Inc. Ms. McGinnis is a graduate of Old Dominion University where she received Bachelors of Science degree in Business Administration with a focus on finance and business management. | ||
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