Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick O'Shaughnessy is an investment advisor representative of O'Shaughnessy Asset Management, LLC. Patrick is a registered investment advisor in Connecticut. Patrick is the author of the book: Millennial Money: How Young Investors Can Build a Fortune. Patrick is a blogger at InvestorsFieldGuide.com and podcaster/host of Invest Like the Best & Founder'sField Guide Podcasts through the Single Member LLC - Frontier Laboratories, L.L.C. & Subsidiary Colossus Inc. and Manager/CEO of Positive Sum Advisors LLC as well as other various passive investments vehicles. Patrick is a member of the board of directors of Prefect Technologies Inc., and the advisory board of Bottomless Inc.
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
07/25/2008 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
IA
Issued 07/24/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Patrick O'Shaughnessy is the right advisor for you? Invested Better is here to help.
