Perfil
Mr. Jakob C.
Loescher is a Senior Managing Partner at Savant Capital LLC (Illinois).
He has been involved in the financial services industry since 2007.
He serves on the board of directors for Severson Dells Nature Center, Friends of the Coronado, and the Illinois Area YMCA, an endowment fund that benefits local YMCA staff and volunteers in Illinois and Indiana.
Mr. Loescher is a summa cum laude graduate of Northern Illinois University with a Bachelor of Science degree in Finance and a minor in History.
He is a Certified Financial Planner professional, a Chartered Financial Consultant, an Accredited Investment Fiduciary, a Chartered Retirement Planning Counselor, and a Chartered Retirement Plan Specialist.
Cargos activos de Jake Loescher
| Empresas | Cargo | Inicio |
|---|---|---|
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Gestor de Cartera-Acciones | 01/05/2007 |
Formación de Jake Loescher.
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Empresas privadas
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Northern Illinois University
Northern Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Finance |
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