Scott Jones Email & Phone Number

Investment management executive specializing in technologically advanced equity investment strategies that produce higher returns, with low risk and low fees. As an author, educator and researcher in the areas of business development, peak performance, leadership, teamwork and communication, I have been fortunate to receive many awards and recognitions throughout my 30 year career in marketing and business development. As the Director of Business Development for iSectors®, LLC, I am responsible for all communication and advisor relationship functions. Holding a series 65 securities license, I also work with and assist the iSectors’ management team to develop our ETF based, turnkey asset management program. Social media disclosure http://isectors.com/social

Listed skills include Investments, Portfolio Management, Mutual Funds, Asset Allocation, and 11 others.

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  Director Of Business Development

  Isectors

  2007 - Present - Appleton, Wi.

  iSectors® has developed and provides a comprehensive suite of 15 proprietary Exchange Traded Fund (ETF)-based asset allocation models and services. Collectively, the iSectors web-based platform and series of asset allocation models offer advisors and their client's a broad selection of strategies, services and support to assist them in building and managing an appropriate investment solution that may help them achieve their financial objectives.iSectors allocation models are categorized… Show more iSectors® has developed and provides a comprehensive suite of 15 proprietary Exchange Traded Fund (ETF)-based asset allocation models and services. Collectively, the iSectors web-based platform and series of asset allocation models offer advisors and their client's a broad selection of strategies, services and support to assist them in building and managing an appropriate investment solution that may help them achieve their financial objectives.iSectors allocation models are categorized by risk and return characteristics and organized into four unique series of asset allocation approaches: Domestic, Institutional, Endowment, Post-MPT and Tactical Series. Also offered are Liquid Alternatives, Inflation Protection, Precious Metals and Capital Preservation models. Additionally, iSectors offers a module that allows advisors to create customized ETF allocation models.iSectors® ETF-based portfolios are low-cost, liquid, and provide holdings transparency. Investment portfolios are conveniently proposed, contracted, invested, allocated, monitored, priced daily and reported upon through a self-contained, web-based platform. All assets are held in separately or unified managed accounts titled in the client's name. Investors are fully supported by their independent registered investment advisor (RIA) and a team of back-office service professionals. Show less

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  University Of Wisconsin-La Crosse