Josh Manifold
Financial Advisor || Principal || Here to help you invest in the things that matter most.
- Role
- Financial Advisor - Senior Vice President at Compass Ion Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Josh Manifold
Our mission is to discover, plan and invest for what matters most in order to free individuals & families to lead lives of significance, and help institutions effectively support their mission.Advisory services for families, business owners, & institutions-Comprehensive financial planning & strategic advice-Investment strategy & portfolio management-Endowment & foundation consulting-Legacy & succession planningSecurities offered through Keel Point LLC, member FINRA/SIPC.Compass Ion Advisors Disclosures: https://compass-ionadvisors.com/disclosures/
Experience
Financial Advisor - Senior Vice President
Feb 2012 — Present
Skills
- Wealth Management
- Retirement Planning
- 401k Rollovers
- Financial Advisory
- Multi-Generational Wealth Transfer
- Separately Managed Accounts
- Asset Allocation
- Municipal Bonds
- Personal Financial Planning
- Qualified Retirement Plans
- Wealth Preservation Planning
- Tactical Asset Allocation
- Strategic Financial Planning
- 529 Plans
- Investment Strategies
- Roth Ira
- Iras
- 401k
- Alternative Investments
- Financial Services
- Portfolio Management
- Investment Advisory
- Etfs
- Retirement
- Mutual Funds
- Estate Planning
- Wealth Management Services
- Asset Management
- Global Tactical Asset Allocation
- Fixed Income Portfolio Management
- Investments
- Structured Notes
- Life Insurance
- Donor Advised Funds
- Wealth Accumulation Strategies
- Alternative Assets
- Sep Ira
- Securities
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