One Day In July | Financial Advisors jobs and careers
United States
About One Day In July | Financial Advisors
As financial advisors, our goal is to achieve excellent portfolio performance through diversifying investments, reducing taxes, rebalancing portfolios, and offsetting behavioral error. As fiduciaries on 100% of accounts, we work only for clients. We invest your money using low-fee index funds, and we keep our own fees low. One Day In July Financial Advisors provide investment management services to individuals, institutions, for-profit and non-profit businesses, pension plans, endowments and foundations. In addition to traditional portfolios we offer environmentally focused portfolios that limit exposure to fossil fuels and carbon emissions. Contact us today for a free consultation. Disclosure: One Day In July LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses. This content is for educational purposes only and is not investment advice. Individual circumstances may vary.
- Founded
- 2016
- Employees
- 11 to 50
- Headquarters
- United States
Leadership
The top of One Day In July | Financial Advisors's org chart, with how many people report into each leader.
Dan Cunningham
Founder, CEO
Jobs at One Day In July | Financial Advisors
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