This highly selective, proactive class selects senior finance majors within Shippensburg University's John L. Grove College of Business to be the sole portfolio managers, with oversight by the finance professors, of a real dollar endowment fund. The first few classes of the fall semester begin with discussion of investment goals, investment strategies, and investment criteria that will be used as guidelines to selecting securities. After publishing the final decisions, the class moves onto looking at re-evaluating their current holdings from prior classes. This process entails selling and buying securities utilizing the investment strategies/asset allocations set up from the beginning of the semester.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 1871 Old Main Dr., Shippensburg,pa 17257,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Coral Springs.
- HQ
- Shippensburg , PA
The Wisman Fund Questions
The Wisman Fund's LinkedIn profile is https://www.linkedin.com/company/shippensburg-investment-management-program
The Wisman Fund has
2 employees.
View email and phone details for 2
employees at The Wisman Fund.
The Wisman Fund's industry is
Investment Management
The Wisman Fund's top competitors are
Davis, Bowen & Friedel, Inc.,
William H. Sadlier, Inc.,
Stewardship Advisors, Llc,
Wallace Golf Shop,
10th Support Group,
Thompson Financial Group, Llc,
The Chase Lifestyle Llc,
Fischtank Pr,
Boden Wealth,
Benecard Pbf.
The Wisman Fund's categories are Investment Management
The Wisman Fund's founding year is 1994
