Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Southern Giroux is an Investment Advisor Representative associated with O'Shaughnessy Asset Management, LLC. Joseph is registered with the state of Connecticut. Joseph has been in the industry since January 2012 and specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Assets under advisement (for uma)
1
2
CT
01/08/2024 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
IA
Issued 01/06/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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