KL
Katie Lundahl
Marketing Director at Advisors Capital Management
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Work Experience
Marketing Director
Jan 2024 - Present · 11 months
Customer Success Manager
May 2022 - Jan 2024 · 1 years and 8 months
Associate Marketing Director
Jan 2022 - May 2022 · 4 months
Company Details
Advisors Capital Management was established as an all-cap equity and fixed income manager to provide investors with the most personal and customized portfolio management solutions possible. Our people, resources and commitment are solely focused on the personal and financial objectives of our clients. Our separate account management platform offers investors a variety of strategies, each of which is tailored to the corresponding investment objectives of the client. We view the markets with a two-tiered process, utilizing a top-down view of the business cycle, coupled with a bottom-up, fundamental, value-based analysis to select individual securities. Our primary investment style is to buy growth at a reasonable price. We maintain a long term approach consistent with our value methodology. Advisors Capital Management, LLC (“ACM”) is an investment adviser registered with the United States Securities and Exchange Commission. Registration does not imply a certain level of skill or training. All written content on this site is for information purposes only. Opinions expressed herein are solely those of ACM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Past performance is not a guarantee of future results. All investing involves risk, including the potential for loss of principal. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Our ADV Part 2A, 2B and 3 ares available upon request. 10 Wilsey Square, Suite 200, Ridgewood NJ 07450 Ph: 201-447-3400
Year Founded
1998
Social Media
LinkedinTwitter
Industry
Investment Management
HQ Location
10 Wilsey Sq Ridgewood, New Jersey 07450, US
Keywords
Investment ManagementWealth ManagementPersonalized PortfoliosIncome Solutions
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