Portfolio Manager Announcement


zachThe JMRD Wealth Management Team is delighted to announce that Zach Davidson has achieved the designation of Portfolio Manager making him the third PM on your investment Team.  We hope you take some time to send some notes of congratulations as this is a very difficult title to achieve.  Here is a bit of background on what this means:



What’s the difference between an Investment Advisor and an Investment Advisor who is also a portfolio manager?

Investment Advisors who have received portfolio management certification by a recognized regulatory authority are able to make discretionary decisions on a client account. This service has typically been reserved for wealthy and institutional clientele. The Discretionary Management Program at National Bank Financial now enables the clients of approved advisors to take advantage of services and opportunities not always afforded them elsewhere in the industry.  JMRD now has THREE!

By | 2016-04-27T16:24:41+00:00 July 5th, 2013|JMRD Updates|0 Comments

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