Thomas J. Berthel
usnook | 2013-07-02 14:54

CEO of Berthel Fisher & Company, Thomas J Berthel was highlighted in the February 2009 edition of Investment Advisor.“In these troubled times, independent broker/dealers have a unique set of issues. With margins thin to begin with and their reps hurting from the market’s travails and client reticence to invest, there are some who believe only the very large or the very niche-y B/Ds will survive. Then there’s Berthel Fisher & Co. With 350 representatives, it’s not on the large size, though it does have reps in nearly every state; because of its size, you might expect it to offer plain-vanilla investing vehicles, but it specializes in alternatives like REITs, oil and gas investments, and private equity; it’s based in the relatively small town of Marion, Iowa, but its executives and reps are anything but unsophisticated. On a visit to New York in January, founder and CEO Tom Berthel spoke to Editorial Director Jamie Green.”

美闻网---美国生活资讯门户
©2012-2014 Bywoon | Bywoon