FactSet QuickStart esponding page numbers in this manual: support@factset.com (i) eserved. See page number: actSet Platform -4511812, Estimates, Financials, or Filings e Capitald button18, 20, 21, 601922, 232425, 2627, 282930-36, 3937, 38ortfolio orfolio Viewer40-4243-46-50-53, 635455, 56-64 FSD021.05.2010.
A chartered financial advisor is  an individual who assists clients with investment decisions. The financial advisor provides analysis of various investment vehicles and financial instruments. This analysis is used by the advisor to offer guidance to the client regarding the clientâs financial planning and investment strategy.
A good investment advisor will essentially act as your personal CFO (Chief Financial Officer). Here's (some of) what you can expect them to do for you: Altruist provides fee-only investment advisory services inexpensively in the form of the ALTRUIST Portfolio Management Service. good financial advisor is constantly updating their theoretical and empirical knowledge of the science of investing. As the research reveals new truths about prudent investing, a good financial advisor will adapt your investment plan accordingly.