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Justin Dale Burt
Portfolio Manager-Equities at
Relevant Wealth Advisors LLC
Profile
Mr. Justin D.
Burt, CFA, is a Senior Portfolio Manager at Relevant Wealth Advisors LLC.
He is responsible for daily monitoring of our client portfolios.
Prior to joining Relevant Wealth Advisors in 1999, Justin gained investment experience as an Investment Adviser at Fidelity Investments.
Working directly with clients, he was responsible for individual portfolio management, trade execution, product education, and supervision of a team of equity traders.
In 1997, he received his Bachelor of Science degree in Marketing and Economics from Utah State University.
He holds the professional designations of Chartered Financial Analyst (CFA), Registered Investment Adviser, General Securities Representative, and NYSE Supervisory Analyst.
He is a member of the Association of Investment Management and Research and the Security Analysts of San Francisco.
Justin Dale Burt active positions
| Companies | Position | Start |
|---|---|---|
Relevant Wealth Advisors LLC
 Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth develops a personalized investment policy for each client and creates and manages a portfolio based on that policy. Their advice is based on long-term investment strategies that incorporate modern portfolio theory. The firm’s investment approach is firmly rooted in the belief that markets are efficient, and that investors’ returns are determined principally by asset allocation decisions, not market timing or stock picking. | Portfolio Manager-Equities | 1998-12-31 |
Former positions of Justin Dale Burt
| Companies | Position | End |
|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Portfolio Manager-Equities | 1998-12-30 |
Training of Justin Dale Burt
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
67
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Finance |
Relevant Wealth Advisors LLC
Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth develops a personalized investment policy for each client and creates and manages a portfolio based on that policy. Their advice is based on long-term investment strategies that incorporate modern portfolio theory. The firm’s investment approach is firmly rooted in the belief that markets are efficient, and that investors’ returns are determined principally by asset allocation decisions, not market timing or stock picking. | Finance |
Utah State University
 Utah State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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