Joseph Toronto, Mba, Cfa Email and Phone Number
We manage stock and bond portfolios for experience high net worth clients seeking superior safety and returns.Joe Toronto has 38 years of experience as an MBA and CFA in managing stock and bond investment portfolios for some of the largest financial institutions in the West, more recently for high net worth individuals. He has managed stock and bond portfolios for 35 years for some of the largest institutions in the West. He began in 1982 as a portfolio manager and analyst for the LDS Church Investment Reserves Fund managing over $100 million and receiving the CFA certification. He then became a senior investment officer at West One Trust managing assets in excess of $500 million and subsequently joined a private Registered Investment Advisor, Pacific American Investors as a senior portfolio manager and managed stock and bond portfolio’s for high net-worth individuals nationwide. In 1993, he founded Affiliated Investment Advisors, Inc., as a Registered Investment Advisor for serious investors seeking professional management for superior safety and returns. He is a Chartered Financial Analyst (CFA no. 9179) and a member of the Salt Lake City Chapter of the Financial Analysts Society and the Association for Investment Management and Research. He has an MBA degree investment securities and a BA degree with a dual major in finance and management from the University of Utah.
Affiliated Investment Advisors
View- Website:
- aiadvisors.com
- Employees:
- 2
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President, OwnerAffiliated Investment Advisors 1993 - PresentGreater Salt Lake City AreaAffiliated Investment Advisors manages stock and bond portfolios for experienced high net worth clients seeking superior safety and returns.Affiliated was was founded in 1993 by Joseph Toronto. Mr. Toronto has been a portfolio manager and strategist for 35 years for some of the largest institutions in the Western United States. He has a Master's degree in investment securities and a B.A. degree with a dual major in finance and management and has received the CFA certification.As a Utah State registered Investment Advisor, our services are "fee only." We are not stock brokers or financial planners who sell investments, funds or insurance products. We are subject to Federal and State regulation and abide by the strict legal standards of the SEC regarding conduct, background, disclosure, reporting and practice. Simply put, we offer "professional" investment portfolio management to individuals and other fiduciaries and trustees of retirement and endowment funds.Affiliated Investment Advisors, Inc. is a traditional investment advisor and does not typically engage in leveraging or other speculative investment practices that may increase the risk of investment loss. All investments are liquid and are registered securities that can be sold immediately. All investments are listed and traded on national or regional exchanges that provide daily or other periodic pricing and valuation information to investors. All client funds are held in individual segregated accounts by third party custodians that independently provide to each client trade confirmations, activity reports, and other periodic statements.
Joseph Toronto, Mba, Cfa Skills
Joseph Toronto, Mba, Cfa Education Details
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Mba In Investment Management, Ba In Finance, Ba In Management,
Frequently Asked Questions about Joseph Toronto, Mba, Cfa
What company does Joseph Toronto, Mba, Cfa work for?
Joseph Toronto, Mba, Cfa works for Affiliated Investment Advisors
What is Joseph Toronto, Mba, Cfa's role at the current company?
Joseph Toronto, Mba, Cfa's current role is Founder, Owner - Affiliated Investment Advisors.
What schools did Joseph Toronto, Mba, Cfa attend?
Joseph Toronto, Mba, Cfa attended University Of Utah.
What skills is Joseph Toronto, Mba, Cfa known for?
Joseph Toronto, Mba, Cfa has skills like Financial Analysis, Finance, Customer Service, Portfolio Management, Managerial Finance, Investments, Investment Banking, Investment Management, Investment Strategies, Investment Advisory, Financial Risk Management, Financial Management Experience.
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