![Brad Combs](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brad Combs
Portfolio Manager-Aktien bei
Acropolis Investment Management LLC
Profil
Mr. Bradley A. Combs, CPA, is a Senior Portfolio Manager at Acropolis Investment Management LLC.
He joined the firm in 2019.
He has over twelve years of experience working with individuals and families in managing their portfolios and navigating complex financial planning issues including areas such as cash-flow management, retirement planning, educational savings plans, charitable giving, tax planning, and income and asset protection.
Mr. Combs was employed as a Senior Wealth Manager by Paradigm Financial Advisors LLC.
He graduated from Rockhurst University in 2003 with a B.S.
in Accounting.
He is a registered investment advisor representative, a Certified Public Accountant, a Certified Financial Planner professional, and a NAPFA – Registered Financial Advisor.
Aktive Positionen von Brad Combs
| Unternehmen | Position | Beginn |
|---|---|---|
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Portfolio Manager-Aktien | 01.07.2019 |
Ehemalige bekannte Positionen von Brad Combs
| Unternehmen | Position | Ende |
|---|---|---|
Paradigm Financial Advisors LLC
 Paradigm Financial Advisors LLC Investment ManagersFinance PFA customizes each of the client’s portfolios based on their individual circumstances, risk tolerance and goals. The firm takes an active approach when it comes to designing and managing portfolios for their clients. They utilize a proprietary “Core/Tactical” portfolio management process. The “Core” component consists of low-cost ETFs that provide broad diversification in a large number of asset classes. The “Tactical” component is comprised of sector ETFs and individual stocks that offer exceptional long-term risk adjusted returns because it will benefit from a number of thematic catalysts. | Mitglied des Investmentausschusses | 01.07.2019 |
Ausbildung von Brad Combs
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
27
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Rockhurst University
 Rockhurst University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Finance |
Paradigm Financial Advisors LLC
Paradigm Financial Advisors LLC Investment ManagersFinance PFA customizes each of the client’s portfolios based on their individual circumstances, risk tolerance and goals. The firm takes an active approach when it comes to designing and managing portfolios for their clients. They utilize a proprietary “Core/Tactical” portfolio management process. The “Core” component consists of low-cost ETFs that provide broad diversification in a large number of asset classes. The “Tactical” component is comprised of sector ETFs and individual stocks that offer exceptional long-term risk adjusted returns because it will benefit from a number of thematic catalysts. | Finance |
