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William Nelson
Chief Investment Officer at
FINANCIAL GRAVITY COMPANIES, INC.
Profile
William Robert Nelson was the founder of Freedom Investment Management, Inc. (US), founded in 2003, where he held the title of Chief Investment Officer from 2003 to 2018.
Dr. Nelson currently holds the positions of Director & Chief Investment Officer at Financial Gravity Cos., Inc. since 2016 and Chief Investment Officer at Financial Gravity Asset Management, Inc. since 2019.
Dr. Nelson earned a doctorate degree from George Mason University.
William Nelson active positions
| Companies | Position | Start |
|---|---|---|
| FINANCIAL GRAVITY COMPANIES, INC. | Chief Investment Officer | - |
Financial Gravity Asset Management, Inc.
 Financial Gravity Asset Management, Inc. Investment ManagersFinance FG Asset Management uses fundamental, long-term trend, and economic moat analysis. | Chief Investment Officer | 2019-11-30 |
Former positions of William Nelson
| Companies | Position | End |
|---|---|---|
Freedom Investment Management, Inc. (US)
 Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom utilizes quantitative tools, factor-based strategies, and systematic investment approaches in the management of client portfolios. The firm also believes in efficient markets and that passive fund management can be an effective means to take advantage of those efficiencies. For some of their model portfolios, they look for pure asset-class investment vehicles with which to build efficient and low-cost portfolios. Freedom uses low-cost asset-class and/or index mutual funds to structure certain portfolios. They will use certain ETFs to construct certain portfolios. On occasion, the firm will allocate funds to traditional actively managed investment products. | Founder | 2017-12-31 |
Training of William Nelson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
27
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
George Mason University
 George Mason University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Freedom Investment Management, Inc. (US)
Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom utilizes quantitative tools, factor-based strategies, and systematic investment approaches in the management of client portfolios. The firm also believes in efficient markets and that passive fund management can be an effective means to take advantage of those efficiencies. For some of their model portfolios, they look for pure asset-class investment vehicles with which to build efficient and low-cost portfolios. Freedom uses low-cost asset-class and/or index mutual funds to structure certain portfolios. They will use certain ETFs to construct certain portfolios. On occasion, the firm will allocate funds to traditional actively managed investment products. | Finance |
Financial Gravity Cos., Inc.
 Financial Gravity Cos., Inc. Investment ManagersFinance Operates as a holding company whose subsidiaries provides investment advisory, security brokerage and taxation services | Finance |
Financial Gravity Asset Management, Inc.
Financial Gravity Asset Management, Inc. Investment ManagersFinance FG Asset Management uses fundamental, long-term trend, and economic moat analysis. | Finance |
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