Peter Finkel

Investment Adviser

Role: Investment Adviser at Eliot Finkel Investment Counsel, Llc
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Peter Finkel

As an independent investment adviser I provide unbiased financial advice, based on my own…

Experience

Investment Adviser
Eliot Finkel Investment Counsel, Llc
Aug 2003 — Present · San Francisco, CA, US
Communicate investment strategy and develop financial plan for clients in collaboration with their professional advisers. Manage portfolios with a focus on safety, income and value. Develop and maintain research infrastructure including financial models, investment theses and sensitivity analysis covering a variety of asset classes and sectors.

Education

UC San Diego
BS/BA, Economics & Philosophy
1992 — 1996
UCLA Anderson School of Management
MBA, Business
2006

Skills

Due Diligence
Equity Research
Investment Advisory
Strategy
Bonds
Fixed Income
Asset Management
Portfolios
Dcf
Portfolio Management
Competitive Analysis
Small Business
Investments
Asset Managment
Investment Strategies
Industry Analysis
Alternative Investments
Finance
Financial Analysis
Investment Banking
Security Analysis
Stocks
Valuation
Asset Allocation
Risk Management
Securities
Equity Valuation
Financial Modeling
Equities

Contact information

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Work email
p••••••@efinvest.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••24

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Current company

Eliot Finkel Investment Counsel, Llc

Investment Management · 2 employees · Founded 1974 · Beverly Hills, California, United States

There are four things that distinguish us from the typical adviser. First, we don\'t outsource. We analyze investments, manage portfolios and develop financial plans on our own. Very few advisers do all three and as a result we are uniquely qualified to meet our clients\' needs. Second, we provide all of our clients with inception-to-date track records. If you don\'t know how you\'ve done, how can you have any confidence you will achieve your financial goals. Third, we specialize in income-oriented investments since dividends and interest are the main source of returns over the long-term. This focus on income has served our clients well. Not only has our strategy outperformed but since income is less volatile it gives our clients piece of mind since they can focus on something that is not subject to market fluctuations. Finally, we are not stock brokers. Our compensation is not based on transactions so we, like our clients, benefit from long-term investment results, not portfolio turnover.

efinvest.com

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