Does Emerson do investment research in house?
Yes. Emerson’s team of Chartered Financial Analysts (CFAs) is dedicated to our proprietary processes for asset allocation and security selection. While we have access to a number of independent third party research sources, all of the investment decisions in your portfolio are made by the Emerson investment team. Your portfolio of investments will include actively managed stocks and bonds along with some carefully selected exchange traded funds or mutual funds for some parts of a balanced account. We believe Emerson’s proprietary research adds value to each client’s investments, and our research is a core competency of the wealth advice that we provide to you.
