Find freelancers. Lose those costly delays.

With 1.7 million freelancers, we'll match you with the perfect talent.

or, Register with Elance »

Gary D. | Elance
 
176985602337900
Last Sign-in: Jul 2, 2014

Gary D.

Investment Consulting Services
   United States
  |   Penhook, VA
  |  12:58 pm Local Time

Overview

CREATIVE ASSET MANAGEMENT® is an independent financial consulting firm specializing in financial planning and investment management services for individuals, families, and small business.

CAM is a Registered Investment Advisor and has been providing financial consulting services since 1994.

Our basic investment philosophy rests on the widely accepted findings which conclude that proper asset allocation is the most important recommendation that we make to our clients. This means understanding the clients financial goals and risk...

Read More »

Skills (1)

Tested
Financial Analysis

Service Description

Hourly or project consultations are designed to provide assistance to a client regarding a specific aspect of the client's financial situation, such as asset allocation, investment analysis, educational funding, a 401(k) Plan rollover, and retirement and post-retirement planning. A fee is charged based upon the hours required to interview the client, create a personal plan or recommendation, present the findings and recommendations to the client, and implement any desired recommendations.

Our investment methodology entails meeting our clients risk tolerance and goals by using asset allocation models that contain a mix of mutual funds that have been thoroughly researched by us over the years, and are recommended based upon investment style, market capitalization, performance, risk, management experience, operating expenses, and stewardship.

Read More »

Keywords

financial planning
asset allocation
portfolio
mutual funds
ETF
My Snapshot
Elance Level
Level represents activity and experience on Elance. Freelancers start at Level 1 and achieve higher levels through their work. A higher "Level" indicates greater earnings, ratings and other achievements on Elance. Learn More »
  • 12 months
  • Lifetime
Jobs
0
0
0
Total
Milestones
Hours
Reviews
Recommend
Clients
Total
Repeat
Earnings
Total
Per Client
Identity
Username
mymoneycom
Type
Individual
Member Since
January 2011
Elance URL
Verifications
0
Gary D. | Elance

Gary D.