RM
Roxanne Matera
Group Fitness Instructor at Seven Summits Capital,
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Work Experience
Group Fitness Instructor
Sep 2020 - Present · 4 years and 3 months
Water Aerobics Instructor
Jan 2020 - Present · 4 years and 11 months
Group Fitness Instructor
Jan 2020 - Present · 4 years and 11 months
Company Details
Seven Summits Capital, LLC focuses upon providing fundamentally centered portfolio management for clients seeking more than "cookie cutter" investment models and a cafeteria style selection of expensive and complex investment "products". Portfolios are managed by experienced portfolio managers utilizing disciplined research methodology and risk management strategies. We design and build portfolios customized for each individual client to include equities, fixed income, and private non-traded asset classes such as private equity and real estate. This approach enables a sophisticated diversification of risk, while utilizing a fundamental "keep it simple" approach to security selection. Our mission is to match the unique needs of the client with a strategy designed to maximize the probability of achieving the desired results, while minimizing the risk.
Year Founded
2012
Social Media
Linkedin
Industry
Investment Management
HQ Location
1853 William Penn Way Suite 9 Lancaster, PA 17601, US
Keywords
Equity Research and Portfolio ManagementFee Only Fiduciary Advisory ServicesTax Free and Taxable Fixed Income Portfolio ConstructioCustomized Investment Solutions
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