A Hilton Head Island, South Carolina resident, Brian Stertzer is managing director of asset management at Wealthstone, Inc, an Ohio-based company specializing in wealth planning, investment, insurance, and business consulting. Since earning a bachelor of arts in accounting and economics from Capital University, Brian Stertzer has served as an asset manager for over 36 years.
Asset managers are people who specialize in investing and trading assets in line with the interests of their clients. These professionals help multiple clients with different investment objectives. They are responsible for managing each client's account and communicating effectively with stakeholders. An asset manager's primary duty is to identify where a client's risk and potential gains exist. To do this, an asset manager must monitor a client's assets and commit to keeping an eye on market changes and researching market trends. This practice enables them to create analysis reports for stakeholders and offer clients recommendations to help grow their asset portfolio and manage risks. Given these requirements, asset managers must possess excellent interpersonal skills to communicate effectively with clients. Also, asset managers must possess proficiency in programs such as Microsoft Office to create various reports. The minimum requirement for most asset management jobs is a bachelor's degree in business, finance, accounting, real estate, or related fields. Industry accreditations expose job applicants to higher placement opportunities.
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Brian Stertzer, a resident of Hilton Head, South Carolina, is a financial professional with more than 35 years of asset management experience. As the managing director of the asset management division at WealthStone, Brian Stertzer specializes in portfolio management, securities selection, and tactical and strategic asset allocation. He has served more than 300 clients in the course of his career.
Asset management companies are firms that specialize in trading and investing assets in the interests of their clients. The term asset management is a broad one that represents several distinct industries and disciplines. Here are a few. Financial asset management, for instance, entails overseeing intangible properties that are valued based on ownership claims or contractual rights. The value of these assets is not fixed but influenced by the forces of marketplace demand and supply. Financial assets could exist in liquid forms like cash or illiquid forms like bonds, stocks, mutual funds, and certificates of deposits (CD). |
AuthorBrian Stertzer - Providing Asset Management for WealthStone Clients Archives
December 2020
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