Profile
Mr. George A. Salter is a Chief Executive Officer & Co-Founder at Blossom Wealth Management LLC.
He received his undergraduate degree from Dominican University of California and an MBA from Dominican University of California.
He is a Certified Financial Planner.
George Albert Salter active positions
| Companies | Position | Start |
|---|---|---|
Blossom Wealth Management LLC
Blossom Wealth Management LLC Investment ManagersFinance Blossom recommends a diverse selection of investment options. In constructing portfolios for their client’s wealth, they like publicly traded securities for many reasons, but the liquidity of those investments is something they value greatly. The firm believes in constructing portfolios in two ways one way is to use stock and bond index funds (typically ETFs) to build out asset allocation strategies to take advantage of their no-load, low turnover, passively constructed, and low expense-ratio characteristics. The second way they construct model portfolios is through owning individual stock positions of roughly 30-40 names with a range of different strategies from growth to income. Finally, Blossom builds customized stock and bond portfolios tailored to specific client needs and interest on request. | Chief Executive Officer | 01/01/2009 |
Training of George Albert Salter
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Executives
Linked companies
| Private companies | 2 |
|---|---|
Dominican University of California
Dominican University of California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Blossom Wealth Management LLC
Blossom Wealth Management LLC Investment ManagersFinance Blossom recommends a diverse selection of investment options. In constructing portfolios for their client’s wealth, they like publicly traded securities for many reasons, but the liquidity of those investments is something they value greatly. The firm believes in constructing portfolios in two ways one way is to use stock and bond index funds (typically ETFs) to build out asset allocation strategies to take advantage of their no-load, low turnover, passively constructed, and low expense-ratio characteristics. The second way they construct model portfolios is through owning individual stock positions of roughly 30-40 names with a range of different strategies from growth to income. Finally, Blossom builds customized stock and bond portfolios tailored to specific client needs and interest on request. | Finance |
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