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Perfil
Mr. William T.
Parchman, CFA, is a Director of Investment Management & Shareholder at Truepoint, Inc. He creates customized investment strategies for Truepoint clients and oversees the firm’s portfolio management operations.
As a member of Truepoint’s investment committee, he contributes to the research and analysis efforts that drive the firm’s investment approach.
His specialties are investments research, market analysis, performance attribution, portfolio management & rebalancing.
He is a cum laude graduate of the Farmer School of Business at Miami University with a bachelor’s degree in finance.
He also holds the Chartered Financial Analyst designation.
Cargos activos de Ted Parchman
| Empresas | Cargo | Inicio |
|---|---|---|
Truepoint, Inc.
 Truepoint, Inc. Investment ManagersFinance Trupoint’s investment approach is based on their belief that real opportunity to achieve superior investment results lies in establishing and adhering to an appropriate long-term investment strategy built on goal-focused, long-term financial planning, low-cost funds and disciplined rebalancing. Their buy-hold-rebalance strategy is designed to deliver superior returns, reliably, consistently and in all types of markets. In addition to diversifying clients’ accounts with mutual funds and ETFs, on a limited basis, the firm provides advice on private equity investments, hedge funds and institutional grade investments for qualified investors. | Analyst-Equity | 01/04/2011 |
Formación de Ted Parchman.
Experiencias
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Empresas cotizadas
Empresas privadas
Relaciones
93
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Truepoint, Inc.
Truepoint, Inc. Investment ManagersFinance Trupoint’s investment approach is based on their belief that real opportunity to achieve superior investment results lies in establishing and adhering to an appropriate long-term investment strategy built on goal-focused, long-term financial planning, low-cost funds and disciplined rebalancing. Their buy-hold-rebalance strategy is designed to deliver superior returns, reliably, consistently and in all types of markets. In addition to diversifying clients’ accounts with mutual funds and ETFs, on a limited basis, the firm provides advice on private equity investments, hedge funds and institutional grade investments for qualified investors. | Finance |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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