WordNet-Online
Free dictionary and thesaurus of English. Definitions, synonyms, antonyms and more...
Hint: double-click any word to get it searched!

	Enter your search terms Submit search form
	Web www.wordnet-online.com

Definitions from WordNet

Definitions from the Web

Investment Advisor

Description:

An investment advisor is a professional who provides guidance and expertise in managing investments and helping clients achieve their financial goals.

Senses and Usages:

Sense 1: Professional providing investment advice

An investment advisor is a licensed professional who analyzes financial information, assesses investment opportunities, and advises clients on purchasing or selling various financial products such as stocks, bonds, mutual funds, or real estate.

Example Sentence:

John consulted with his investment advisor to discuss the best strategy for diversifying his investment portfolio.

Sense 2: Individual or firm offering financial planning services

An investment advisor may offer comprehensive financial planning services, providing guidance on retirement planning, tax strategies, estate planning, and other related financial matters.

Example Sentence:

Mary sought the expertise of an investment advisor to help her develop a tailored financial plan for her long-term goals.

Sense 3: Local investment advisor

A local investment advisor is an advisor who specializes in providing advice and assistance to clients within a specific geographic area, understanding the local market conditions, customs, and regulations.

Example Sentence:

The local investment advisor advised his clients to invest in real estate properties in the booming neighborhood.

Possible Related Products:

• Investment Advisor Books
• Investment Advisor Software