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Advisor

A person or organization employed by an individual or mutual 

Fund

 to manage assets or provide investment advice. also called financial 

Advisor

 or investment 

Advisor

 or investment counsel. sometimes spelled adviser.



Related Terms: 7

Asset

,

Advisor

,

Call

,

Fund

,

Financial advisor

,

FIN

,

Mutual fund


Other Related Pages:

Category: Mutual_Funds


Starting With: A


Semi Related Terms: 366  CLICK HERE TO VIEW

Accredited Personal Financial Planning Specialist

,

Active asset

,

Alternative assets

,

Asset

,

Asset/equity ratio

,

Available assets

,

Asset management account

,

Asset-backed security

,

Asset swap

,

At par

,

All or any part

,

At best

,

At call

,

All-risks coverage

,

At risk

,

Asset acquisition

,

Asset class

,

Asset financing

,

Add-on service

,

Action to quiet title

,

As is

,

Assignment to creditors

,

Attorney in fact

,

Asset-based finance

,

Asset-based lending

,

Asset conversion loan

,

Advisor

,

Aggressive growth fund

,

A shares

,

Asset allocation fund

,

Assets under management

,

Asset turnover

,

Automatic investment plan

,

Average price per share

,

At the money

,

Age-weighted plan

,

Additional paid-in capital

,

Affiliated person

,

Ad valorem

,

At the bell

,

At the close

,

At the figure

,

At the full

,

At the market

,

At the opening order

,

Book value per share

,

Balanced fund

,

Bid-to-cover ratio

,

Blend fund

,

Bond fund

,

Buying on margin

,

Buy on close

,

Buy on opening

,

Basic earnings per share

,

By the book

,

B shares

,

Balanced investment strategy

,

Capital asset

,

Capital investment

,

Cash asset ratio

,

Combined financial statement

,

Consolidated financial statement

,

Central assets account

,

Call

,

Call date

,

Called away

,

Called bond

,

Call price

,

Call protection

,

Call risk

,

Committee on Uniform Securities Identification Procedures

,

Call money rate

,

Cheapest to deliver

,

Commodity Trading Advisor

,

Capital appreciation fund

,

Clone fund

,

Closed-end fund

,

Closed-end investment company

,

Closed fund

,

Crossover fund

,

C shares

,

Call option

,

Call ratio backspread

,

Call swaption

,

Close to the money

,

Covered call

,

Cloud on title

,

Cash or Deferred Arrangement

,

Capital Asset Pricing Model

,

Class A Shares

,

Class B Shares

,

Close a position

,

Curbs in

,

Deposit in transit

,

Dual currency bond

,

Dual listing

,

Division of Investment Management

,

Dividend in arrears

,

Dual life insurance

,

De-escalation clause

,

De facto

,

Doing business as

,

Debtor in possession

,

Debtor-in-possession financing

,

Due-on-sale clause

,

Dual-purpose fund

,

Deep in the money

,

Defensive investment strategy

,

Earning asset

,

Escrowed to maturity

,

Either-or order

,

E-mini

,

Ex-all

,

Enhanced index fund

,

Environmental fund

,

Equity fund

,

Exchange fund

,

Expiration time

,

Financial Accounting Standards Board

,

Financial asset

,

Financial capital

,

Financial statement

,

First In First Out

,

Fixed asset

,

Financial institution

,

Financial instrument

,

First call date

,

Flight to quality

,

Federal Call

,

Fill or kill

,

Financial analyst

,

Front-ending an order

,

Fund supermarket

,

Forward P/E

,

Fully diluted earnings per share

,

Financial futures

,

Foreign direct investment

,

Form S-1

,

Fund

,

Financial risk

,

Financial advisor

,

Focused fund

,

Fund family

,

Fund manager

,

Fund of funds

,

Fixed investment trust

,

Federal ID Number

,

FIN

,

Guaranteed Investment Contract

,

G-7

,

General Agreement on Tariffs and Trade

,

G-8

,

Global fund

,

Growth and income fund

,

Growth fund

,

Gather in the stops

,

Hidden asset

,

House call

,

Health Maintenance Organization

,

Holder in due course

,

Hedge fund

,

Held at the opening

,

Inactive asset

,

Intangible asset

,

Investment flows

,

In escrow

,

Investment bill

,

Investment-grade bond

,

Investment letter

,

Investment security

,

Investment value

,

In-house

,

Investment Advisor Act of 1940

,

Investment bank

,

Investment banker

,

Investment Bankers Association

,

Investment banking

,

Investment banking group

,

Investment Company Act of 1940

,

In line

,

International Monetary Fund

,

Investment multiplier

,

Individual policy pension trust

,

In intestacy

,

In play

,

In-process research and development

,

Income fund

,

Index fund

,

Institutional fund

,

International fund

,

Investment company

,

Investment fund

,

Investment objective

,

Investment policy

,

Investment trust

,

I/O strip

,

Investment property

,

In-service withdrawal

,

Investment philosophy

,

Individual tax return

,

In and out

,

Individual investor

,

In sympathy

,

In the tank

,

Last In First Out

,

Lending at a rate

,

Limit-on-close order

,

London International Financial Futures and Options Exchange

,

Legal age

,

Legal assets

,

Loan-to-cost

,

Loan-to-value

,

Lock-in

,

Lifecycle fund

,

Load fund

,

Locked in

,

Long-term gain or loss

,

Level I quotes

,

Mutual association

,

Mutual company

,

Mutual Savings Bank

,

Municipal bond fund

,

Municipal investment trust

,

Muni fund

,

Maintenance call

,

Make a market

,

Margin call

,

Market on close order

,

Mark-to-market

,

Marginal propensity to consume

,

Money at call

,

Mutual fund

,

Mutual fund custodian

,

Mutual fund symbol

,

Mutual exclusion doctrine

,

Mutual improvement certificate

,

Net current assets

,

Net investment

,

Net quick assets

,

Net tangible assets

,

Noncurrent asset

,

Non-financial asset

,

Nominal asset

,

Net Asset Value

,

Nonperforming asset

,

Naked call

,

National Association of Real Estate Investment Trusts

,

Non-investment property

,

Normal retirement age

,

One time charge

,

Other current assets

,

On-floor order

,

On margin

,

Or better

,

On account

,

On-the-spot loan

,

Open-end fund

,

Option income fund

,

Old age, survivors, and disability insurance

,

On-balance volume

,

On close

,

One man picture

,

On open

,

On the opening

,

Pro forma

,

Payment-in-kind security

,

Price Value of a Basis Point

,

Provisional call feature

,

P&L

,

Primary earnings per share

,

Preferred Provider Organization

,

Per stirpes

,

Pooled fund

,

Prime rate fund

,

Publicly-traded fund

,

Pure index fund

,

Pension fund

,

Plan asset

,

Paid-in capital

,

Paid-in surplus

,

Percent held by institutions

,

Private Investment in Public Equity

,

Put/call ratio

,

Quick assets

,

Real asset

,

Return on Capital

,

Return on Invested Capital

,

Return on Total Assets

,

Real Estate Mortgage Investment Conduit

,

Real-time trade reporting

,

Regulation D

,

Regulation G

,

Regulation T

,

Regulation U

,

Regulated investment company

,

Regional fund

,

Regulation A

,

Right to Know

,

Regulation Z

,

Return on Capital Employed

,

Real-time

,

SG&A

,

Stranded asset

,

Savings Association Insurance Fund

,

S&L

,

Sinking fund

,

Second-to-die insurance

,

Statutory investment

,

Sector fund

,

Series fund

,

Socially responsible fund

,

Specialized fund

,

Specialty fund

,

Stock fund

,

Systematic investment plan

,

Self-employed pension

,

S Corporation

,

Self-employed

,

Short-term gain or loss

,

Subchapter M

,

Subchapter S Corporation

,

Schedule C

,

Seek a market

,

S&P phenomenon

,

Tangible asset

,

Times interest earned

,

Total assets

,

Time deposit

,

Time draft

,

T-Bill

,

Term to maturity

,

Take a position

,

Time order

,

Trailing P/E

,

Total asset turnover

,

Tenancy by the entirety

,

Trust fund

,

Time note

,

Truth in Lending

,

Tax-free bond fund

,

Tax-managed fund

,

Time spread

,

Tenancy at will

,

Time-sharing

,

Time stop

,

Take a bath

,

U.S. Government Agency Security

,

U.S. Savings Bond

,

U.S. Treasury

,

U.S. Treasury Bill

,

U.S. Treasury Bond

,

U.S. Treasury Note

,

U.S. Treasury Securities

,

Uncovered call

,

Unit Investment Trust

,

World Trade Organization

,

World fund

,

When, as, and if issued

,

X or XD

,

Year-To-Date

,

Yield to call

,

Yield to maturity

,

Yield to worst

,

Y shares

,

Z shares

,

Zero-investment portfolio


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