Craig Adams

Vorstandsvorsitzender bei

Adams Wealth Management LLC

Finance

Consumer Services

Profil

Craig is the founder and partner of AIM Ventura Capital and the Managing Director of Adams Wealth Advisors.
He is responsible for advising clients on a wide range of personal finance topics, from retirement to fixed income analysis.
He has 20+ years of experience working at major financial advisory firms, including his most recent role as Senior Portfolio Manager at Morgan Stanley Smith Barney.
Craig has acted in a portfolio manager capability since 2001 and continues to work with client portfolio strategies.
For over two decades, Craig has provided clients throughout the United States and abroad with comprehensive financial planning services and portfolio management from the AWA headquarters in Northern Utah.
Craig has a BS in finance from Utah State University and is Certified Financial Planner.
Did we mention he is an avid water skier? If he’s not in the office and the air temperature is above freezing, you can bet he’s being pulled behind a boat.
The entire Adams Family loves nothing more than an adventure filled day at the lake!

Aktive Positionen von Craig Adams

Unternehmen	Position	Beginn
Adams Wealth Management LLC Adams Wealth Management LLC Investment ManagersFinance Adams Wealth invests for the long-term and structure their portfolios to deliver on client’s goals. The firm follows an active top-down global macroeconomic approach.	Vorstandsvorsitzender	01.07.2017
Adams Wealth Management LLC /Private Equity/ Adams Wealth Management LLC /Private Equity/ Investment ManagersFinance Adams Wealth Management /Private Equity/ invests in companies located in the United States with revenues more than USD 2 million. The firm focuses on sectors such as technology & software, real estate services, business services and consumer products with an investment size of USD 0.5 - 5 million. It provides financing for growth capital requirements in the form of equity and convertible note and takes minority ownership and board seat.	Gründer	01.01.2019

Alle aktiven Positionen von Craig Adams

Ehemalige bekannte Positionen von Craig Adams

Unternehmen	Position	Ende
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy.	Corporate Officer/Principal	01.06.2015
Stratos Wealth Partners Ltd. Stratos Wealth Partners Ltd. Investment ManagersFinance SWP develops client’s personalized asset allocation model based on individual risk tolerance, desired returns, time frame, and income specifications. The firm aims to maximize their client’s investment returns through diversification of their assets and a disciplined investment philosophy combined with rigorous risk management.	Corporate Officer/Principal	01.06.2015
Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01.06.2012
Merrill Lynch Investment Managers LP Merrill Lynch Investment Managers LP Investment ManagersFinance Provides investment advisory services	Berater	01.01.2001

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Private Unternehmen

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Beziehungen

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Herr

Frau

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Unternehmensverbindungen

Private Unternehmen	7
Merrill Lynch Investment Managers LP Merrill Lynch Investment Managers LP Investment ManagersFinance Provides investment advisory services	Finance
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy.	Finance
Utah State University Utah State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Stratos Wealth Partners Ltd. Stratos Wealth Partners Ltd. Investment ManagersFinance SWP develops client’s personalized asset allocation model based on individual risk tolerance, desired returns, time frame, and income specifications. The firm aims to maximize their client’s investment returns through diversification of their assets and a disciplined investment philosophy combined with rigorous risk management.	Finance
Adams Wealth Management LLC Adams Wealth Management LLC Investment ManagersFinance Adams Wealth invests for the long-term and structure their portfolios to deliver on client’s goals. The firm follows an active top-down global macroeconomic approach.	Finance
Adams Wealth Management LLC /Private Equity/ Adams Wealth Management LLC /Private Equity/ Investment ManagersFinance Adams Wealth Management /Private Equity/ invests in companies located in the United States with revenues more than USD 2 million. The firm focuses on sectors such as technology & software, real estate services, business services and consumer products with an investment size of USD 0.5 - 5 million. It provides financing for growth capital requirements in the form of equity and convertible note and takes minority ownership and board seat.	Finance