Unclaimed
Tamer Alamuddin is a registered Investment Advisor Representative with Choate Investment Advisors. Tamer has been with Choate Investment Advisors since February 2012 and has been active in the industry since August 30, 2018. Tamer holds a Chartered Financial Analyst designation. Tamer specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and the selection of other advisors. Choate Investment Advisors offers financial planning, publication of periodicals, and portfolio management services for individuals, businesses, and pooled investment vehicles. The firm has over $7.4 billion in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
08/30/2018 - Present
Choate Investment Advisors (BOSTON MA)
Active
Inactive
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