Copyright 2009. Yelenna Rondon, MSIM, CFA. All rights reserved.
Our Mission
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Yelenna Rondon, MSIM, CFA.
Investment Management Consultant
Investment Management Consultant
| Independence, experience, advanced degrees, and professional certifications demonstrating commitment to maintaining the highest standards in the investment consulting industry. |
Financial News
The Wall Street
Journal
The New York Times
The Boston Globe
CNBC
The Economist
The CFA Institute
The Wall Street
Journal
The New York Times
The Boston Globe
CNBC
The Economist
The CFA Institute
Services
I operate an independent investment management
consulting firm in the Commonwealth of Massachusetts. I
work in partnership with my clients to help them develop
an investment plan designed to meet their financial
objectives while addressing their investment constraints. I
incorporate economic variables to help clients avoid short
term permanent losses while maintaining a relevant long
term strategy.
Our sole business is to provide investment management
consulting services and financial advice. We operate with a
solid professional reputation free from conflicts with
financial institutions.
consulting firm in the Commonwealth of Massachusetts. I
work in partnership with my clients to help them develop
an investment plan designed to meet their financial
objectives while addressing their investment constraints. I
incorporate economic variables to help clients avoid short
term permanent losses while maintaining a relevant long
term strategy.
Our sole business is to provide investment management
consulting services and financial advice. We operate with a
solid professional reputation free from conflicts with
financial institutions.