investment advisor assets mutual fund companies asset protection financial advisor fund objectives

Investment Advisor

1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission.

2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and securities within the fund's portfolio in order to achieve the fund's objectives.

Also referred to as a "financial advisor".

A fund's investment objectives are usually reported in the prospectus.

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