Philip Allan Voelker

Chief Investment Officer at

Advanced Asset Management Advisors, Inc.

72 year

Finance

Consumer Services

Profile

Mr. Philip A. Voelker is a Chief Investment Officer at Advanced Asset Management Advisors, Inc. He directs and manages firms investment policy strategy.
With more than 40 years of experience managing securities portfolios, he has pursued and secured a broad spectrum of objectives, from short-term cash management to aggressive growth of investments.
Before joining the firm, Mr. Voelker served as Chief Investment Officer for a large regional investment firm, directing its multi-billion dollar investment portfolio.
He is a cum laude graduate of the Ohio State University.

Philip Allan Voelker active positions

Companies	Position	Start
Advanced Asset Management Advisors, Inc. Advanced Asset Management Advisors, Inc. Investment ManagersFinance AAMA utilizes modern portfolio management techniques and strategies in the management of their clients’ assets under management. These techniques include but are not limited to fundamental and technical analysis. Client portfolios are generally invested in non-affiliated equity and fixed income mutual funds and Exchange-Traded Funds (ETFs) as well as Money Market Funds. Attractive risk-adjusted returns are pursued through straightforward market pricing and sector valuation strategies.	Chief Investment Officer	2001-10-31

All active positions of Philip Allan Voelker

Former positions of Philip Allan Voelker

Companies	Position	End
Meeder Asset Management, Inc. Meeder Asset Management, Inc. Investment ManagersFinance MAM specializes in quantitative investment analysis. Their investment strategies include various equity, fixed income and cash management investment strategies. The firm offers these strategies through a series of mutual funds known as the Meeder Funds and in various separately managed account portfolios. Portfolios may include Meeder Funds, unaffiliated mutual funds, individual securities, ETFs, closed-end funds and unit investment trusts. MAM utilizes a model-driven, multi-discipline, multi-factor approach to investing.	Chief Investment Officer	2000-12-31
Pacific Financial Group LLC Pacific Financial Group LLC Investment ManagersFinance TPFG monitors the models for changes the institutional strategists make to the allocation or securities held in the model, they are responsible for implementing the transactions for the accounts on the platform. The firm uses the latest academic research, investment solutions and technology innovations in their process.	Portfolio Manager-Equities	-

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Private companies	4
Meeder Asset Management, Inc. Meeder Asset Management, Inc. Investment ManagersFinance MAM specializes in quantitative investment analysis. Their investment strategies include various equity, fixed income and cash management investment strategies. The firm offers these strategies through a series of mutual funds known as the Meeder Funds and in various separately managed account portfolios. Portfolios may include Meeder Funds, unaffiliated mutual funds, individual securities, ETFs, closed-end funds and unit investment trusts. MAM utilizes a model-driven, multi-discipline, multi-factor approach to investing.	Finance
Advanced Asset Management Advisors, Inc. Advanced Asset Management Advisors, Inc. Investment ManagersFinance AAMA utilizes modern portfolio management techniques and strategies in the management of their clients’ assets under management. These techniques include but are not limited to fundamental and technical analysis. Client portfolios are generally invested in non-affiliated equity and fixed income mutual funds and Exchange-Traded Funds (ETFs) as well as Money Market Funds. Attractive risk-adjusted returns are pursued through straightforward market pricing and sector valuation strategies.	Finance
The Ohio State University The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Pacific Financial Group LLC Pacific Financial Group LLC Investment ManagersFinance TPFG monitors the models for changes the institutional strategists make to the allocation or securities held in the model, they are responsible for implementing the transactions for the accounts on the platform. The firm uses the latest academic research, investment solutions and technology innovations in their process.	Finance