Investment Consultant

What Does Investment Consultant Mean?
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

Actuarial Consultant
Advisor
Certified Financial Planner (TM) - CFP (TM)
Certified Investment Management Consultant - CIMC
Chartered Financial Analyst - CFA
Investment Advisor
Registered Investment Advisor - RIA
Stock Broker
More Related Terms

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