Frederick Ravid
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In our Investment Focus, we find ourselves in a transitional world in which traditional investment selection on a solely financial basis is being effectively challenged by a more holistic approach to picking investments. Frederick Ravid is a well-known proponent of seeking financial and non-financial excellence from portfolio holdings. Today, many experts recommend investment in companies where management seeks to gain long term financial profit in a manner that is closely linked to proper environmental and social conduct. We applaud this trend, while remaining flexible in order to respond effectively to market conditions with agility.
Atlanta Financial Planner, Frederick Ravid believes that Quality Financial Planning can provide counsel that not only gives answers to key questions for lifetime financial security and the legacy of your life: Quality Financial Planning should consider how all financial plans combine. Frederick Ravid has said: "In the very long term, all financial plans should yield a world in which your security and the well-being of society and nature are in concert with one another." Major studies have shown that portfolios owning investments carefully screened for economic, environmental and social effectiveness can outperform portfolios built with only economic considerations in mind. Voting shareholders have tremendous power to bring about changes that governments and others are unwilling or unable to consider.
This Financial Planning Firm in Atlanta, GA was founded in 1986 by Frederick Ravid, Chartered Financial Consultant, to provide neutral and professional financial advice and services to investors. Frederick Ravid is a veteran of nearly 25 years in the securities industry, having served Chase Manhattan on Wall Street, and having served as a Branch Manager for a number of respected Broker-Dealers. Chartered Financial Services, Inc. believes that a credentialed financial advisor can best meet the complex needs of today's sophisticated clients, and we maintain high standards for communication, integrity, and service. In the context of Frederick Ravid's professional service to clients, he has served on Georgia State University Adult Continuing Education Faculty in the subjects of Retirement & Estate Planning, is a member of the Atlanta Estate Planning Council, and has been featured as a market commentator on CNNfn. He has also appeared as a guest on WSB Talk Radio. Frederick Ravid has been published in Crain's Investment News, Atlanta Business Chronicle, and national trade publications for the health care and other industries. Frederick Ravid is also Producer of the upcoming documentary film "Invest in Life"on Shareholder Responsibility for Sustainability - the Green Approach to Wall Street.
Our flexible approach to recommendations and services provides for a high degree of customization to meet investors' needs. We do not recommend proprietary products, and we can be compensated on on a fee basis for advice and portfolio management responsibilities. We also offer traditional brokerage services using a variety of different compensation structures, depending on what is most suitable for our client's needs and circumstances.Frederick Ravid has developed client service approaches to streamline and more effectively scale face-to-face service with clients to meet their needs. The Cyclical Advisory Model is a client relationship management approach that systematically provides our clients with focused and routine service through the life of the client relationship:
- Consultation
- Advice
- Execution
- Monitoring