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@enhancedinvesting.com
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2 phones found area 312
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Robert B. Rowe is listed as Managing Partner at Enhanced Investment Partners LLC at Rowe Consulting Group LLC, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at enhancedinvesting.com, phone signal with area code 312, and a matched LinkedIn profile for Robert B. Rowe.
Robert B. Rowe previously worked as Managing Partner, Chief Compliance Officer, Founder at Rowe Consulting Group Llc and Managing Partner CCO at Rowe Consulting Group Llc. Robert B. Rowe holds B.S., Business Administration from Illinois State University.
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Robert Rowe is an innovative and respected 35-year veteran of the financial services industry. Bob was a senior investment management consultant with 2 major securities firms (Morgan Stanley and Prudential Securities). He has received many awards, honors and recognition for his business practices, business development, mentorship and education efforts. With the deep knowledge, experience and creativity gained as an investment consultant and expert in business development, Bob created original, industry leading investment consulting practices and strategies, such as:*The first on-line questionnaire driven investment policy statement program for qualified plans & HNW clients* A proprietary and patented quantitative domestic equity overlay methodology [Enhanced Dynamic®] for use with mid-market, institutional investment and HNW consulting clients.* Founded and developed two mid-market / institutionally oriented hedge funds, both utilizing the Enhanced Dynamic® methodology: - Enhanced Alternative Income Investment Fund (a stable value, short/intermediate-term domestic equity market-neutral equity income strategy intended to compliment intermediate term income portfolios - Enhanced Dynamic® Moderate Active Fund (a prudent, long only domestic equity strategy) based upon of his previous successful mid-market / institutional domestic equity investment management consulting practice.Bob is considered a pioneer of investment consulting and an expert in business development in the mid-market, institutional and HNW investment consulting arena.Bob has mentored many financial advisors within the firms he was employed and has presented nationally throughout the firms regarding best practices in establishing and building a successful long-term investment consulting practice, business development, ethical practices of investment consulting, and investment policy formulations. Additionally, Bob has presented to many national and state industry conferences, trustee and investment committee associations and non-affiliated groups on various fiduciary, retirement plan and investment topics. Bob is a charter member of the Investment Management Consultants Association (IMCA),[now the Investments & Wealth Institute]; is an original Certified Investment Management Analyst (CIMA®) and has taught the Certified Investment Management Analysts (CIMA) program at Wharton on both investment policy and asset allocation.Please send any email messaging to rbr@enhancedinvesting.com, or call directly at 312-913-9872
Listed skills include Alternative Investments, Estate Planning, Series 63, Financial Advisory, and 46 others.
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Rowe Consulting Group is an independent, open architecture, fee based registered investment advisory and consulting firm; that serves in the capacity of investment consultant for a very limited number of legacy clients. We do not provide securities brokerage services, and or manage portfolios on a day to day basis, further we are NOT seeking to expand this.
Rowe Consulting Group provides prudent investment management consulting services to family offices, select individuals, mid-market and institutional investment portfolios, with a primary concentration upon domestic equity portfolios utilizing our proprietary domestic equity allocation methodology.
Our mission is to deliver prudent, above average risk adjusted domestic equity returns over a full market cycle utilizing a proprietary, provisionally patented, strategic and quantitative investment allocation strategy; [the Enhanced Dynamic® methodology]; in tandem with independent, style adherent and vetted institutional quality active equity managers.
St. Petersburg, Florida, US
While at Raymond James, my consulting group and I attempted to maintain the investment consulting practice, as I had done for the prior 23+ years at both Morgan Stanley and Prudential Securities. The focus of that practice at Morgan Stanley and Prudential Securities was providing fee based consulting and advisory services to Qualified Retirement Plans.
New York, NY, US
The Rowe Consulting Group provides investment consulting services to Mid Market and Institutional level corporate and municipal retirement plans and high net worth families. Primary concentration involves domestic equity strategy, utilizing our proprietary Enhanced Domestic equity investment rotation methodology (see www.EnhancedInvesting.com.)
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Robert B. Rowe works for Rowe Consulting Group LLC.
Robert B. Rowe is listed as Managing Partner at Enhanced Investment Partners LLC at Rowe Consulting Group LLC.
AeroLeads has found 1 work email signal at @enhancedinvesting.com for Robert B. Rowe at Rowe Consulting Group LLC.
AeroLeads has found 2 phone signal(s) with area code 312 for Robert B. Rowe at Rowe Consulting Group LLC.
Robert B. Rowe is based in Chicago, Illinois, United States while working with Rowe Consulting Group LLC.
Robert B. Rowe has worked for Rowe Consulting Group Llc, Enhanced Investment Partners, Llc, Raymond James & Associates, Morgan Stanley, and Prudential Securities.
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Robert B. Rowe holds B.S., Business Administration from Illinois State University.
Robert B. Rowe is listed with skills including Alternative Investments, Estate Planning, Series 63, Financial Advisory, Pensions, Fixed Income, Bonds, and Retirement Planning.
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