Investment Consultant

AAA

DEFINITION of 'Investment Consultant'

An advisor who helps investors with their long-term investment planning. An investment consultant, unlike a broker, does more in-depth work on formulating clients' investment strategies, helping them fulfill their needs and goals.

INVESTOPEDIA EXPLAINS 'Investment Consultant'

The idea behind an investment consultant is that they be part of the client's investment strategy for a long period of time. The consultant's job is to actively monitor the client's investments and continue to work with the client as goals change over time.

RELATED TERMS
  1. Actuarial Consultant

    A professional who advises clients on which methods, processes, ...
  2. Advisor

    1. The person or company responsible for making investments on ...
  3. Chartered Financial Analyst - CFA

    A professional designation given by the CFA Institute (formerly ...
  4. Certified Financial Planner - CFP

    The CFP legal team has provided its official definition, along ...
  5. Certified Investment Management ...

    CIMC's have completed extensive course work and passed NASD proctored ...
  6. Investment Advisor

    As defined by the Investment Advisors Act of 1940, any person ...
Related Articles
  1. Shopping For A Financial Advisor
    Options & Futures

    Shopping For A Financial Advisor

  2. Paying Your Investment Advisor - Fees ...
    Investing Basics

    Paying Your Investment Advisor - Fees ...

  3. The Alphabet Soup Of Financial Certifications
    Options & Futures

    The Alphabet Soup Of Financial Certifications

  4. The CPA Exam: What You Need To Know
    Investing Basics

    The CPA Exam: What You Need To Know

Hot Definitions
  1. Conduit Issuer

    An organization, usually a government agency, that issues municipal securities to raise capital for revenue-generating projects ...
  2. Financing Entity

    The party in a financing arrangement that provides money, property, or another asset to an intermediate entity or financed ...
  3. Hyperinflation

    Extremely rapid or out of control inflation. There is no precise numerical definition to hyperinflation. Hyperinflation is ...
  4. Gross Rate Of Return

    The total rate of return on an investment before the deduction of any fees or expenses. The gross rate of return is quoted ...
  5. Debit Spread

    Two options with different market prices that an investor trades on the same underlying security. The higher priced option ...
  6. Leading Indicator

    A measurable economic factor that changes before the economy starts to follow a particular pattern or trend. Leading indicators ...
Trading Center