Investment Advisor
/ɪnˈvɛstmənt əˈdvaɪzər/
Definitions
- (n.) A person or firm that, for compensation, is engaged in the business of advising others on investing in securities or managing their investment portfolios.
The investment advisor recommended diversifying the client's portfolio to mitigate risk.
Forms
- investment advisor
- investment advisors
Related terms
See also
Commentary
Investment advisors are typically subject to registration and regulatory oversight to ensure fiduciary standards and client protection.
This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.