Anthony Harcourt, CIMA®
Portfolio Manager
As a Portfolio Manager, I focus on monitoring our clients’ investments and assisting in the research efforts for the Investment Committee. I also provide support to Portfolio Managers and internal teams regarding all facets of investment management and analysis, as well as assisting in client service and care.
Professional Investment Experience
- Over ten years of experience in investment management.
- Experience includes investment research and analysis, as well as the servicing of portfolios to help meet client goals.
Career History
- Bedel Financial Consulting, Inc., Portfolio Manager
- Bedel Financial Consulting, Inc., Investment Analyst
- Charles Schwab & Co., Inc., Investment Representative
- Bedel Financial Consulting, Inc., Investment Committee Intern
Education
- Bachelor of Liberal Arts, Economics, Hanover College
- Certified Investment Management Analyst®
Check out more fun facts about Anthony:
BLOG POSTS
International Travel: Handling Bank and Charge Cards
You’ve planned your dream vacation, but be sure it doesn’t turn into a financial nightmare! With a bit of planning ahead of time, you can ensure your finances are squared away for your trip and avoid any unnecessary interruptions to your cash flow. Read on for our best tips on protecting your money while traveling abroad.
Mobile Payment Apps: Convenience vs Privacy
The popularity of mobile payment apps is on the rise, and it’s never been easier and more convenient to repay that friend or co-worker you owe money. But with that convenience also comes some risk. If you’re using an app to complete a peer-to-peer transaction, are you sure your personal information is secure and private?
Charitable Gifting Strategies: Don’t Cheat Yourself or Your Charity
When donating to charity, it’s important to develop a strategy that meshes with your financial goals and tax situation.
Ball Cap, Bottle Cap….Market Cap?
What size is your market cap? Prudent investors know that company size is an important factor when building a portfolio.
International Stocks: Is Now the Time?
After years of underperformance compared to U.S. stocks, international stocks have sprung to life over the past 12 months. This is welcomed news for ...
Career Starters: Wake Up!
What’s the one deadly sin that can ruin your financial future? Answer: Spending when you should be saving! If you are part of the millennial ...
Cyber Defense Starts With You!
Cyber attacks on the Democratic National Committee and Yahoo have made headlines recently. In both cases, emails were hacked and important personal ...
Are Humans Wired for Successful Investing?
Are you your worst enemy when it comes to investing for your future? Behavior scientists may say “yes”. People want safety and comfort. ...
Finishing Strong: Year-End Tax Planning
As we enter the home stretch of 2016, let’s take a quick step back from elections and holiday plans for a quick financial checkup.
Start 2016 with a 401(k) Checkup
Does your New Year’s resolution for 2016 resonate of “new year, new me”? Whether you have actually followed through with your resolutions or not, you should add one that requires a little effort now with a potentially large reward down the road.
Will China's Volatile Market Impact You?
Stock prices in China have plummeted over the past few weeks. This turmoil has raised concerns regarding the outlook for the world's second-largest economy and potential spillover effects on global markets. How does this market volatility in China affect you?
Warren Buffett and Charlie Munger: More than Investing
What would happen if you were to give two elderly gentlemen soda, candy, and a microphone in front of 40,000 people?