Phoenix Private Wealth noted that relative total shareholder return, meaning how a company's stock performance compares to a peer group rather than judged on its own, is now used as a long-term performance metric by roughly 70 percent of S&P 500 companies.
Published
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Quote
“Relative total shareholder return, meaning how a company's stock performance compares to a peer group rather than judged on its own, is now used as a long-term performance metric by roughly 70% of S&P 500 companies.”
— David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®|Phoenix Private Wealth team
Company
Phoenix Private Wealth
Wealth Management. Reborn.
- Industry
- Financial Services
- Location
- Columbia, US
- Company size
- 9 employees
Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing strategies, college planning, as well as risk mitigation and estate planning strategies. Our dedication to client education and proper guidance is why, year in and year out, we are amongst the top awarded teams in our company as well as the DC, Maryland, and Virginia area. Phoenix Private Wealth. Wealth Management Reborn. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] Phoenix Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE 5720661.2 (03/24)(exp. 03/28)
Founded 2018