Perfil
Dr. John J.
Stephens is an Advisor & Shareholder at TCI Wealth Advisors, Inc.
He received Bachelor of Science in Biology from Stanford University, MD in Medicine from University of Arizona & MBA, Business Administration and Management from Arizona State University.
Cargos activos de John Joseph Stephens
| Empresas | Cargo | Inicio |
|---|---|---|
TCI Wealth Advisors, Inc.
TCI Wealth Advisors, Inc. Investment ManagersFinance TCI employs a long-term, fundamental investment approach. The firm believes that the best investment results come from a low-cost index-based asset allocation approach with a disciplined rebalance strategy. They work with each client to set objectives for the client’s portfolio based on the client's investment objectives, risk tolerance, investment horizon and other factors. TCI then develops an asset allocation for the client and allocates assets across asset classes, including stocks, bonds and short-term investments, both domestic and foreign. | Gestor de Cartera-Acciones | 01/01/2023 |
Formación de John Joseph Stephens.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Stanford University
Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Arizona State University
Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
TCI Wealth Advisors, Inc.
TCI Wealth Advisors, Inc. Investment ManagersFinance TCI employs a long-term, fundamental investment approach. The firm believes that the best investment results come from a low-cost index-based asset allocation approach with a disciplined rebalance strategy. They work with each client to set objectives for the client’s portfolio based on the client's investment objectives, risk tolerance, investment horizon and other factors. TCI then develops an asset allocation for the client and allocates assets across asset classes, including stocks, bonds and short-term investments, both domestic and foreign. | Finance |
University of Arizona College of Medicine
University of Arizona College of Medicine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Bolsa de valores
- Insiders
- John Joseph Stephens
















