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Patriot Fund Class A Shares (0P0000UIN2)

Dana AS

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio

Data sejarah Patriot Fund Class A Shares, untuk data masa sebenar sila cuba carian lain

5.630 0.000 0.00%

19/11 - Data Tertunda. Matawang dalam USD

Jenis: Dana

Pasaran: Amerika Syarikat

Penerbit: Patriot

Kelas Aset: Ekuiti

Penarafan Morningstar:
Jumlah Aset: 695.43K

Umum
Carta
- Carta penstriman
- Carta Interaktif
Teknikal
- Analisis Teknikal
Forum

Tinjauan 0P0000UIN2

Di laman ini anda akan mendapat profil terperinci Patriot Fund Class A Shares. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi 0P0000UIN2 antara maklumat lain.

Kategori

Large Blend

Jumlah Aset

695.43K

Perbelanjaan

2.40%

Tarikh Permulaan

Mac 01, 2012

Maklumat Untuk Dihubungi

Alamat 17605 Wright Street, Suite 2
Omaha,NE 68130
United States

Telefon -

Web www.patriotfund.com

Eksekutif Tinggi

Nama	Tajuk	Sejak	Sehingga
James H. Lee	Portfolio Manager	2014	now
Biografi	James H. Lee has served as the President of Ascendant Advisors Group, LLC since 2009 and serves on the Investment Committee since its inception. He is a Member, Investment Committee Member, Founder and Former President of Momentum Securities, LLC (1999-2003); and was E&Y Entrepreneur of the Year 2001. Former Chairman of the Board of Trustees, Teachers Retirement System of Texas from 2006 to 2009 and Former Trustee, Texas Growth Fund (2008-2009) and worked in The First Boston Corporation M&A Group in the early 1990s. Mr. Lee attended the University of Texas at Austin (MBA), University of Texas at Austin (BBA, Finance), and London Business School (Executive Hedge Fund Program).
Todd Smurl	President	2012	2014
Biografi	Mr. Smurl has served as President of Ascendant Advisors, LLC and a member of its Investment Committee since December, 2010. Previously, Mr. Smurl founded Consilium Wealth Consulting, a professional services firm targeting the wealth management industry, where he served from January, 2007 to December, 2010. Prior to Consilium, Mr. Smurl was an Executive Vice President and Managing Director of Compass Bank Wealth Management Division, overseeing approximately $4 Billion of assets under management. Prior to joining Compass, Mr. Smurl was a Senior Vice President with the Private Bank at Bank of America, holding several positions including Director of Alternative Investments, Regional Investment Strategist and Portfolio Manager. Mr. Smurl holds degrees from University of Arkansas at Little Rock (MBA) and the University of Central Arkansas (BBA). Mr. Smurl also holds the Chartered Financial Analyst (CFA) designation.

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Sebutan Terkini

	Nama	Harga	Prbhn.	Prbhn. %
	Patriot Fund Clas.	5.630	0.000	0.00%